Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act

Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act  June 13, 2019 Written by Russ Bucklew, Partner, CFP®, JD; Mary Ann Hennelly-Favata, CFP®, Senior Client Advisor; and Ena Dashi,...

Sustainable Draw Rates: Part Three

The Sustainable Draw Rates Study June 11, 2019 Written by Matthew White, CFA®, Investment Analyst SUSTAINABLE DRAW RATES STUDY: PART THREE In part three of the Sustainable Draw Rates Study, we...

What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?

What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes? June 3, 2019 Written by Bruce Paulson, CPA, JD, CFP ®, Senior Client...

Behavioral Biases in Investing

Behavioral Biases in Investing May 6, 2019 Written by Kyle Pitman, Client Associate   A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I...

Retirement Plan Industry Update – Q1 2019

Retirement Plan Industry Update – Q1 2019 April 29, 2019 Written by Dave Westra, Partner, CFP®, AIF®, CPFA and John Brimhall, Client Advisor, CFA, CPA, CFP®   Consolidation of...

The Sustainable Draw Rates Study: Part Two

The Sustainable Draw Rates Study April 19, 2019 Written by Matthew White, CFA®, Investment Analyst SUSTAINABLE DRAW RATES STUDY: PART TWO Part two of the Sustainable Draw Rates Study examines the...

MRA Associates Recognized on InvestmentNews’ List

MRA Associates Recognized on InvestmentNews’ List April 10, 2019   For the second consecutive year, MRA Associates was recognized on InvestmentNews’ Best Places to Work for Financial...

To Gift or Not to Gift, That Is the Question

To Gift or Not to Gift, That Is the Question April 8, 2019 Written by Bruce Paulson, CPA, JD, CFP®, Senior Client Advisor; Jennifer Arps, CFP®, Senior Client Advisor; Will Froelich, CFA®, Partner...

Q1 2019 Market Commentary: Safety First

Safety First April 4, 2019 Written by Nathan Erickson, CFA®, CAIA, Managing Partner and Chief Investment Officer To view and download a PDF of this commentary, click here. One of the most memorable...