facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

MQS Blog

Sign up for updates!

Get news from Massey Quick Simon in your inbox.

%POST_TITLE% Thumbnail

How Might Tax Reform Affect Your Estate Plan?

Any time a tax change occurs, it affects more than just your net pay. In the case of the recent Tax Cuts and Jobs Act, Trump’s tax reform bill, we know that it lowers tax rates for individuals and corporations, increases the child tax credit, doubles the standard deduction, and caps or eliminates several deductions. But what does it mean for your estate plan?

Read More
%POST_TITLE% Thumbnail

What We Do and How We Can Help

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.

Read More
%POST_TITLE% Thumbnail

Why I Love the Investment Management Business

At a young age, I saw just how true the phrase “do what you love, and you will never have to work a day in your life” is. My father was a successful Wall Street leader, and I saw how much he loved his job. He provided a strong and positive impression of the financial services industry, and I was inspired to do the same: pursue a career that allowed me to help others and feel satisfied in what I was doing.

Read More

Fourth Quarter 2017 - Market Update

What a year! A prosperous, boring year. There was plenty of domestic and international news and political uncertainty in 2017, but with the economy on sure footing, global markets held their noses and continued to march higher. In the US, the S&P500 returned 21.8%, with the strongest performance coming in the fourth quarter. Volatility has also remained muted as the VIX was range-bound between 10-12% for most of the year. In fixed income, despite three rate hikes, the 30-year Treasury ended the year lower, and the 10-year bond essentially flat.

Read More

Third Quarter 2017 - Market Update

At the risk of sounding like a broken record, all major asset classes have remained steadfast in their climb higher through the summer, unfazed by geopolitics, quantitative tightening, and the wrath of Mother Nature. In the current environment of low rates and equity valuations priced to perfection, we recognize that relatively modest weakness in earnings can reverberate across business supply chains, balance sheets, and capital markets suddenly and unexpectedly.

Read More