MRA Advisory News
MRA Advisory News
How is Financial Aid for College Determined?
Financial need is generally determined by looking at a family's income, assets, and household information. The government's aid application, the FAFSA, uses a formula known as the federal methodology. A detailed analysis of the formula is beyond the scope of this...
MRA Investment Committee Updates & Changes
MRA Advisory Group's Investment Committee met recently for their Quarterly Investment Meeting, in which they make changes to our Risk Number Model Portfolios. The video above better explains their changes and the reasons behind them. To learn more about our...
Marco Lima, CFP® named to AdvisorHub’s “Fastest Growing Advisors to Watch”
On September 21st, 2022 AdvisorHub released their list of "Fastest Growing Advisors to Watch" and MRA Advisory Group is delighted to announce that Marco Lima, CFP®, CFO, Wealth Advisor was included in their list! AdvisorHub's...
Introducing: MRA High Yield Savings Account – 2.20% APY*
Yield. Safety. Liquidity. No Minimums | No Transaction Limits APY 2.20%* We want you to think about the cash you keep at banks or other financial institutions. At MRA Advisory Group we’ve been putting many of our clients into the Federally Insured Cash Account...
Nick Notes: October 2022: Jay-Low “Let’s get down”
Federal Reserve Chairman Jay Powell remains in uber-monetary tightening mode utilizing higher interest rates, continued quantitative tightening, and equally important, increased tough jawboning to get inflation expectations, notably his, under control. After the...
Market Recap: Week Ending September 30, 2022
https://share.synthesia.io/acff0cb0-e477-45e4-917a-63253464e03b Let's Talk
Be Prepared for Future Emergencies
As we're all aware, Florida is dealing with Hurricane Ian's fallout right now. Our thoughts are with our MRA family, clients, and all Floridians as they battle this storm, with the hope they are in safe and secure locations. Our hearts are with those communities that...
Market Recap: Week Ending September 23, 2022
https://share.synthesia.io/fa0c6299-5ec7-462f-9645-4b1435959613 Let's Talk!
Don’t Eat the Bear in One Bite – Planning Your Future in Steps
If you're a business owner wondering about Succession Planning and the future of your business, look no further! Lawrence K. Bogar, of MRA Tax Services is here to help. Larry strives to help business owners identify and prioritize their objectives with respect to...
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