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...
Blog
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...
Timing the market: navigating changes from Wall Street
As Warren Buffet, American businessman, investor, and CEO of Berkshire Hathaway, once said, “We continue to make more money when snoring than when active.”
Use it or Lose it!
As future generations begin taking hold, parents look to support and cultivate their growth with the wealth they themselves have accumulated over their lifetime. However,...
The Case for Passive Investing
With terms like “Bonds,” “Options,” or “Mutual Funds,” investing can look rather intimidating at first to interested onlookers. Fortunately, it doesn’t have to be. What you...
What it means to live below your means
When it comes to financial planning and securing your future, living below your means is one of the most important practices you can keep. John...
Family Office 101: Estate Plans and the Law
Family Office 101: Estate Plans and the Law What is a Family Office? Family offices are private firms which offer full-service investment management options, primarily...
Millennial Survival Guide: How to Budget for Financial Solidarity
As the final flocks of millennials hang up their graduation robes and join the working world, their starting financial positions are more than a little disheartening. ...