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Tag: MRA Advisory Group

Mid-Year Investment Check-Up

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is a good time for a checkup. Here are three questions to consider. How have my investments performed…
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MRA Sits Down with Sharon DeFelices

MRA Advisory sat down with Sharon DeFelices, CMP. Here’s what we learned: Mosaic Meetings and Events, LLC is an inclusive corporate event planning firm, based in New Hope, PA. I work with clients all over the country, creating engaging meetings and events. For more information, please check out my website at sharon@mosaicmeetingsandevents.com or email me at sharon@mosaicmeetingsandevents.com. How did you get your start in the industry? I started my professional life in Food and Nutrition…
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How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected challenge, such as a job loss, illness, or break from the workforce for caregiving responsibilities, took a direct hit on your finances. Regardless of how you got to this point, it’s important to develop…
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Monthly Market Insights – April 2019

Click the link below for our Monthly Market Insights for April 2019 http://www.mraadvisory.net/campaigns/monthly-market-insights

MRA Sits Down With Verena Ottley

MRA Advisory Group sat down with Verena Ottley. Here’s what we learned: Verena has worked in healthcare for over 25 years and became interested in safer ingredients for personal care products a few years ago. Following a discussion with an old school friend and lots of research, Verena made a move into using safer, cleaner beauty products and now works part-time for the company that sparked her curiosity. Have you always been involved in the…
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