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Market Commentary  |  Investment  |  Retirement  |  Tax  |  Corporations

How Lucky Am I?

I have been afforded the rare opportunity to work with and spend time with the Nobel Prize-winning economics pioneer, Dr. Harry Markowitz, also known as the “father of Modern Portfolio Theory”.

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What Role Should Gold Play in Your Portfolio?

“Market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by a misconception.”
George Soros. One of the hottest topics of the past few years has been the meteoric rise of the price of gold.

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When to Take Social Security

Many people today are concerned that they will outlive their money. A common question of baby boomer retirees is:  When should I begin collecting Social Security – at age 62, 66, or 70? Waiting until age 70 to begin receiving benefits could result in receiving up to 8% more in monthly payments.

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MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates