Covid Crisis, Creates Opportunities for Wealth Transfer
At M3 Family Office we strive to be the gatekeepers of your wealth through comprehensive investment management and generational wealth transfer services. With extensive modeling...
Estate Planning: Gift it, Leave it or Lose it
At M3 we’re always focused on investing in the market and having a long-term outlook. We are the gatekeepers of your wealth, as such our...
Supercharge your charitable giving: Are you getting the most out of your taxes this holiday season?
The last float in Macy’s Thanksgiving parade is everyone’s favorite holiday figure: Saint Nicholas. The Santa float is a sign that the holidays are finally...
Are your financial goals shaping your budgeting strategy?
According to a report from the Federal Reserve, if faced with an unexpected $400 expense, 4 in 10 adults said they would not have the...
Are You on Track to Address Your Annual Giving Goals?
As the holiday season approaches, gift-giving is in full swing. It’s natural to feel extra-generous this time of year, maybe so generous as to give...
An overview of the latest in international markets
At M3 we’re always focused on investing with the market and having a long-term outlook. That said, it’s good to be aware of what’s going...
Trump’s estate planning blunder
Time for a crash course on estate planning, and how our President may be missing the boat.
Are your family’s finances prepared for a Recession?
Investors are growing nervous as the U.S economy is displaying signs of a potential recession. It’s not hard to see why. As with all things...
The Democrats are coming for the House: What it means
The mid-term election is coming in a little over two months and according to an article recently the Democrats have a 75% chance of gaining control...
Investing the right way: how to win a loser’s game
When it comes to planning and securing your financial future, investing is a critical step you need to take. The question is not whether you...