Webinar for Nonprofit Plan Sponsors: How to Fix Your Plans with Individual Annuity Contracts (IACs) [Invitation]
When: Wednesday, August 7, 2019 3:00 – 4:00 PM EST Many nonprofit retirement plans still have individual annuity contracts (IACs) with TIAA, Lincoln Financial, Mutual of America, VOYA and VALIC. While these legacy contracts do have their appeal for certain plans and participants, many employers are moving to institutionally owned,...
Masood’s Latest US News & World Report “Smarter Investor” Article
Masood's latest contribution to US News & World Report's "The Smarter Investor" article focusing on when to call your financial advisor is now online. It can be read here.
Arian Vojdani quoted in Yahoo! Finance piece
Arian Vojdani was quoted in a Yahoo! Finance piece focusing on mistakes investors can potentially make in a buy and hold strategy. The article can be read here.
Arian Vojdani featured on Yahoo Finance
Arian Vojdani was featured on a segment on Yahoo Finance's news channel. The segment can be seen here.
How Your Organization’s Bottom Line is Impacted When Employees Don’t Save Enough for Retirement (Recording)
Our June 5th webinar covered the problems that exist for employers and employees due to lack of retirement readiness. Webinar Agenda: • Data Behind Employees not Saving Enough for Retirement • How to Create a Retirement Savings Culture • Action Steps that Employers Can Take to Overcome Savings Inertia •...
Chris Schaefer quoted in CNBC.com 401(k) Focused Article
Chris Schaefer was quoted in a CNBC.com article focusing on the hidden costs of 401(k)s. Chris' quote focuses on chartiable contributions as a means to avoid distribution income taxes. The article can be read here.
Arian Vojdani quoted in CNBC.com Markets Piece
Arian Vojdani was quoted in today's markets piece on CNBC.com focusing on escalating trade tensions with China. The article can be read here.
Webinar: How Delayed Employee Retirement is Hurting Your Bottom Line
MV Financial is having a webinar focusing on the fact that despite all that employers believe they are doing – and want to do – to help employees ultimately retire successfully, there is much more that needs to be done. Statistics shows that few employees are saving enough for retirement,...
Arian Vojdani quoted in US News & World Report Article
Arian Vojdani was quoted in a US News & World Report piece focusing on how advisors can choose a client based niche. The piece can be read here.
Arian Vojdani quoted in CNBC.com Markets Piece
Arian Vojdani was quoted in today's CNBC.com markets piece, focusing on the current state of markets and the impending China & US trade deals impacts on the market. The piece can be read here.
Webinar for 403(b) Plan Sponsors: How to Ensure that You’re Covering Your Bases (Invitation)
MV Financial is hosting a webinar focusing on and discussing how 403(b) Plan Sponsors have several unique characteristics and challenges. Whether a plan is still on individual contracts, such as TIAA’s Legacy platform, or has moved to an open-architecture investment arrangement, there are opportunities to enhance your plan on an...
Research Insights
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Arian Vojdani Quoted in Reuters Market Piece
Arian Vojdani was quoted in today's Reuters market piece discussing earnings and the global economic outlook. The article can be read here.
Retirement Plan Sponsor Webinar: The Fiduciary Alphabet Soup of Retirement Plans: What Does it Mean? (Recording)
On Wednesday, December 5th from 3:00 - 4:00 pm EST, MV Financial hosted a webinar discussing the following: 2011 was the beginning of retirement plan fee disclosure requirements and has continued ever since, with attempts at a fiduciary rule and greater scrutiny of plan sponsor responsibilities. Terms like fiduciary warranty...
Chris Schaefer Quoted in Investopedia Retirement Piece
Chris Schaefer was quoted in an Investopedia article today, which focuses on how to plan for medical expenses during retirement. The article can be read here.
Chris Schaefer featured in NBCNews.com Article
Chris Schaefer was featured in an article on NBCNews.com focusing on retirement savings. The article can be read here.
Nonprofit Retirement Plan Sponsor Webinar: Moving Away from a Do It Yourself Approach (Recording)
On October 3rd, 2018, MV Financial held a webinar focusing on how too many nonprofit and academic retirement plan sponsors are still relying on a do it yourself approach, where they are responsible for handling the majority of plan operational activities. This is akin to using an old paper map...
Arian Vojdani quoted in US News & World Report Article Focusing on Millennial Investing
Arian Vojdani was quoted today in a US News & World Report article focusing on how millennials hold too much cash in savings and should be investing their cash. The article focuses on how millennials should begin to look at their allocation. It can be read here.
Arian Vojdani Featured in NBCNews.com Article Focusing on Millenial Finance
Arian Vojdani was quoted in an article written by Jean Chatzky on NBCNews.com, which focuses on how millennials have big financial goals, but without plans to back those goals. The article can be read here.
Nonprofit Retirement Plan Sponsor Webinar: Moving Away from a Do It Yourself Approach (Invitation)
Too many nonprofit and academic retirement plan sponsors are still relying on a do it yourself approach, where you are responsible for handling the majority of plan operational activities. This is akin to using an old paper map when GPS and Uber options are readily available. Even if you are...
Masood Vojdani’s Newest Contribution to US News & World Report’s ‘The Smarter Investor’
Masood Vojdani's newest contribution to US News & World Report's The Smarter Investor is now online, focusing on how to build wealth in your 20s and 30s. The article can be read here.
Arian Vojdani Featured in Fox Business Article Focusing on Tips on How to Start Investing
Arian Vojdani was featured in an article of FoxBusiness.com focusing on tips for starting out in the investment arena. The article can be read here.
Webinar for Retirement Plan Sponsors: Unraveling the Complexity+Confusion to Get More from Advisors (Recording)
On August 22nd, 2018, MV Financial held a webinar focusing on unraveling the complexity and confusion surrounding retirement plants to get the most from your advisor. The webinar recording can be viewed here. The webinar covered the following: The 4 most common service models offered by advisors. The pros and cons of...
Chris Schaefer’s Op-Ed Piece Featured on BenefitsPro
Chris Schaefer's newest Op-Ed piece focusing on outdated individual annuity contract (IAC) 403(b) plans has been featured on benefitspro.com today. It can be read here.
Arian Vojdani on CNBC’s The Rundown
Arian Vojdani was a guest commentator in a segment on CNBC's The Rundown yesterday discussing current market conditions. The US markets are 'at least a year out' from any pullback: Strategist from CNBC.
Webinar for Retirement Plan Sponsors: Unraveling the Complexity+Confusion to Get More from Advisors (Invitation)
MV Financial is hosting a webinar on August 22nd, 2018 focusing on unraveling the complexity and confusion to get the most from your advisor. Most employers are unduly confused by the complexity of retirement plans. And for good reason! The government rules and regulations that need to be followed are...
Arian Vojdani quoted in article focused money lessons from the Y-Gen
Arian Vojdani was quoted in an article by Jean Chatzky focusing on Y-gen saving and success habits. The article can be read here.
Arian Vojdani quoted in CNBC.com Markets Piece
Arian Vojdani was quoted in today's markets piece focusing on current market conditions. It can be read here.
Masood’s June Contribution to US News & World Report
Masood's newest contribution to US News & World Report's The Smarter Investor focuses on 5 things to consider before retirement. It can be read here.
Arian Vojdani quoted in Investopedia article discussing the Fiduciary Rule
Arian Vojdani was quoted in an article regarding the discardment of the Fiduciary Rule. The article can be read here.
Arian Vojdani quoted in Reuters Markets Article
Arian Vojdani was quoted in a Reuters markets article today focusing on how markets react to headlines out of Washington. The article can be read here.
Retirement Plan Workshop for Nonprofit Plan Sponsors: May 31st, 2018
MV Financial is hosting a nonprofit plan sponsor seminar breakfast workshop on May 31st. This session is for finance and senior HR professionals. The workshop will cover retirement plan enhancements that many plan sponsors are not aware of which can substantially improve your plan, including retirement outcomes for plan participants....
Masood’s Latest Smarter Investor Contribution
Masood's newest contribution to US News & World Report's The Smarter Investor is now online focusing on how to clean up your spring finances. It can be read here.
Not-For-Profit Plan Sponsor Webinar: How to Upgrade Your Existing Plan (Recording)
On April 25, 2018, our webinar for academic and nonprofit plan sponsors covered the following: Overview of Today’s Retirement Climate The Fundamental Problem with Most Retirement Plans Limitations of Individual Annuity Contracts Enhancing Your Plan, whether Individual Annuity Contract or Open Architecture Many academic and nonprofit retirement plans offered by large providers...
Arian Vojdani quoted in the Wall Street Journal
Arian Vojdani was quoted in today's Wall Street Journal markets piece discussing consumer staples companies. The article can be read here.
Not-For-Profit Plan Sponsor Webinar: How to Upgrade Your Existing Plan (Invitation)
Wednesday, April 25th 3:00 - 4:00 EST Many academic and not-for-profit retirement plans offered by large providers (such as TIAA, VOYA, AXA, Lincoln Financial Group, etc.) are based on individual annuity contracts (IACs). IAC plans are outdated and don’t meet today’s fiduciary standards or participant needs. Many employers have already moved...
Masood’s Latest Smarter Investor Contribution
Masood's newest contribution to US News & World Report's The Smarter Investor is now online. It focuses on the questions to ask before marriage. It can be read here.
Arian Vojdani quoted in Reuters
Arian Vojdani was quoted in today's Reuters markets piece. The article can be read here.
Chris Schaefer Quoted in NBCNews.com Article
Chris Schaefer was quoted today in a NBCNews.com article focusing on 6 things people can change to better their retirement accounts. The article can be read here.
Masood’s Latest Smarter Investor Contribution
Masood's January contribution to US News & World Report's The Smarter Investor is now online, focusing on financial mistakes to avoid in the New Year. It can be read here.
MV Weekly Market Flash: A Market of Wandering Cats
Something odd has been going on underneath the main headlines in investment markets over the past twelve months. The big story, of course, is how everything has gone up from US stocks to emerging market bonds to industrial metals, fossil fuels and more. All that is true -- and yet,...
Katrina Lamb Quoted in the Wall Street Journal
Katrina Lamb was quoted in today's Wall Street Journal's markets piece. It can be read here.
Arian Vojdani Quoted in the New York Post
Arian Vojdani was quoted in a New York Post article focusing on 2018 market outlooks. The article can be read here.
Arian Vojdani on Fox Business News
Arian Vojdani appeared on Fox Business News' FBN: AM this morning talking about 2017 in review, MVF's 2018 market outlook and bitcoin.
Arian Vojdani featured in Reuters Article
Arian Vojdani was quoted in a Reuters market piece today focusing on 2017 and stock valuations. The article can be read here.
Masood’s December Contribution to US News & World Report
Masood's latest contribution to US News & World Report's The Smarter Investor is now online. It focuses on smart ways to utilize a holiday bonus. It can be read here.
Chris Schaefer quoted on CNBC.com
Chris Schaefer was quoted on a CNBC.com piece focusing on paying down debt before you retire. It can be read here.
Masood’s Latest Entry to US News & World Report’s ‘The Smarter Investor’
Masood Vojdani's newest entry to US News & World Report's The Smarter Investor is now online. It focuses on portfolio diversification and can be read here.
Chris Schaefer Quoted on TheStreet.com
Chris Schaefer was quoted in an article focusing on impacted changes of potential 401(k) contribution changes on TheStreet.com. The article can be read here.
Arian Vojdani on Fox Business News
Arian Vojdani was featured on a segment discussing MV Financial's outlook on the markets this morning on Fox Business News. The clip can be streamed below.
Katrina Lamb Quoted in MarketWatch Article
Katrina Lamb was quoted today in an article focusing on why oil prices rebounded so quickly after the damage resulting from Hurricane Harvey. The article can be read here.
Masood’s Newest Entry to US News & World Report’s ‘The Smarter Investor’
Masood Vojdani's newest entry to US News & World Report's The Smarter Investor is now online. It focuses on how to incorporate retirement accounts into your estate planning strategy. The entry can be found here.
Arian Vojdani Quoted in US News & World Report Article
Arian Vojdani was quoted in a US News & World Report article focusing on remaining disciplined in months such as September, sometimes believed to be a bad month for the markets. The article can be read here.
Arian Vojdani Quoted in MarketWatch Article
Arian Vojdani was quoted in today's markets piece on Marketwatch.com. The piece can be read here.
Chris Schaefer quoted in TheStreet.com Articles
Chris Schaefer, Head of MV Financial's Retirement Plan Practice, was quoted in two articles on TheStreet.com. Both articles focus on allocation of retirement investment. The articles can be found here and here.
Katrina Lamb Quoted in Reuters Article
Katrina Lamb was quoted in a markets piece by Reuters. The article can be read here.
Katrina Lamb Quoted in US News & World Report
Katrina Lamb was featured in an article by US News & World Report focusing on emerging markets strength in equities this year. The article can be read here.
Masood’s Latest US News & World Report Contribution
Masood's newest entry to the Smarter Investor focuses on why alternative investments may not be right for everyone, focusing specifically on pre-retirees & retirees. The post can be read here.
Katrina Lamb Quoted in Wall Street Journal Markets Piece
Katrina Lamb, Head of MV Financial's Investment Strategy & Research, was quoted in yesterday's markets piece in The Wall Street Journal. The article can be read here.
Arian Vojdani quoted on CNBC.com
Arian Vojdani was quoted in a CNBC.com markets piece today. It can be read here.
Masood’s Newest US News & World Report Contribution
Masood's newest contribution to US News & World Report's The Smarter Investor is now online, focusing on how people with a financial advisor tend to be more knowledgeable about their money. The piece can be read here.
Chris Schaefer featured in CNBC.com Retirement Article
Chris Schaefer, Head of MV Financial's Retirement Plan Practice, was quoted and featured in an article on CNBC.com focusing on mistakes to avoid for a healthy retirement. The article can be read here.
Arian Vojdani quoted on CNBC.com
Arian Vojdani was quoted in today's CNBC.com markets piece. The piece can be read here.
Masood’s March Contribution to US News & World Report’s “The Smarter Investor” Blog
Masood's newest entry to US News & World Report's The Smarter Investor is now online discussing how to create a stabile financial framework in the face of uncertainty. The article can be read here.
Chris Schaefer quoted in US News & World Report
Chris Schaefer was quoted in a US News & World Report article focusing on creating a retirement investing strategy. The article can be read here.
Katrina Lamb quoted in Bankrate Article
Katrina Lamb was quoted in a Bankrate article focusing on Brexit. The article can be read here.
Masood’s Latest US News & World Report Contribution
Masood Vojdani's newest contribution to US News & World Report's The Smarter Investor is now online. The article focuses on conversations parents should have with their children surrounding finances. It can be found here.
Arian Vojdani featured in US News & World Report article
Arian Vojdani was featured in an article focusing on emotional investing and how to avoid it. The article can be read here.
Arian Vojdani quoted in Reuters
Arian Vojdani was quoted yesterday in a Reuters market piece. The article can be read here.
Arian Vojdani on CNBC World’s “The RunDown”
Arian Vojdani was featured on a segment on CNBC's The RunDown. See the clip here.
Masood’s Latest US News & World Report Contribution
Masood's newest entry for US News & World Report's The Smarter Investor blog is now online. It focuses on when and why investors should rebalance their portfolios. It can be read here.
Arian Vojdani quoted in International Business Times Article
Arian Vojdani was quoted in an article by International Business Times. The article focuses on professional's 2017 market outlook. The article can be found here.
Katrina Lamb featured in US News & World Report Focusing on 2017 Outlook
Katrina Lamb was featured in a piece by US News & World Report focusing on experts' 2017 market outlook. The article can be read here.
Masood’s Newest US News & World Report Contribution
Masood Vojdani's newest contribution to US News & World Report's The Smarter Investor is now online. The article focuses on questions one should ask their advisor going into the new year. The article can be found here.
Masood’s Latest US News & World Report Contribution
Masood Vojdani's latest contribution to US News & World Report's The Smarter Investor is now online. It focuses on what steps investors/savers should take in the face of uncertainty and events, specifically ones such as the recent US election outcome. The article can be found here.
Masood’s Newest US News & World Report Contribution
Masood's newest contribution to US News & World Report's The Smarter Investor is now online. It covers the more uncomfortable parts of financial planning and how people need to account for them. It can be read here.
Arian Vojdani quoted on CNBC.com
Arian Vojdani, investment strategist at MVF, was quoted in today's market piece on CNBC.com. He is featured speaking about how the market could break to either the upside or downside. The article can be found here.
Arian Vojdani on CNBC World Street Signs
Arian Vojdani appeared on CNBC World's Street Signs discussing oil and investment strategy in the face of the US election.
Chris Schaefer Appointed to Lead Growing Retirement Practice at MVF
MV Financial Appoints Chris Schaefer to Lead Growing Retirement Practice -- MV Financial expands its offering to retirement plan sponsors as 401(k) client demand increases -- MV Financial is pleased to announce the appointment of Chris Schaefer as Head of the Retirement Plan Practice Group; its growing retirement plan practice....
Masood featured in a Wall Street Journal Article Focusing on Yield
Masood is featured in a Wall Street Journal article where he discusses yield and the relative risk in the current market environment. The article can be read here.
Masood featured in a Wall Street Journal Article
Masood is featured in an article published by the Wall Street Journal focusing on different topics. Masood speaks on the definition of accredited investors. The article can be read here.
Arian Vojdani quoted in US News & World Report Article
Arian Vojdani was quoted in a US News & World Report article focusing on retirement savings as well as other types of savings. Arian also speaks to the benefit of investing in strong companies. The article can be found here.
Masood’s August ‘The Smarter Investor’ Contribution
Masood's latest contribution to US News & World Report's The Smarter Investor blog is now up. It focuses on sticking to your investment discipline in uncertain times. It can be read here.
Arian Vojdani Quoted in CNBC.com Markets Piece
Arian Vojdani, Investment Strategist at MV Financial, was quoted in today's markets piece on CNBC.com speaking about the general complacent state of the markets. The article can be read here.
Katrina Lamb Quoted in The Wall Street Journal
Katrina Lamb was quoted in yesterday's market piece by the Wall Street Journal, speaking to the market's current state. The article can be found here.
Katrina Lamb Quoted in MarketWatch Article Discussing Oil
Katrina Lamb was featured in an article focusing on oil and OPEC's impromptu decision to hold a meeting in September. The article can be read here.
Masood’s July Entry for US News & World Report’s ‘The Smarter Investor’
Masood's newest entry for US News & World Report's The Smarter Investor blog is now online. You can read the article, which focuses on how to build wealth and financial security here.
Katrina Lamb featured on NPR’s ‘Marketplace’
Katrina Lamb was a guest on National Public Radio's Marketplace during which she discussed investors' distorted perception of gold. A text summary of the broadcast can be found here.
Masood’s Newest ‘Smarter Investor’ Contribution
Masood Vojdani's newest contribution US News & World Report's "The Smarter Investor" can now be found online. It focuses on how investors should ride out any volatility and/or potential drawdown and focus on the long term should the Brexit occur. The Article can be found here.
Arian Vojdani featured on Bloomberg’s The Advantage
Arian Vojdani was a guest on Bloomberg Radio's, The Advantage, today. During the segment he discussed market conditions and focusing on the long term when saving for retirement. The clip can be listened to here.
Masood’s Newest ‘The Smarter Investor’ Contribution
Masood Vojdani's newest post on US News & World Report's The Smarter Investor blog is now online. It focuses on financial planning tips for recent graduates and their families. The post can be found here.
Arian Vojdani Quoted on CNN Money
Arian Vojdani was quoted in a CNN Money markets piece, where he shared that investors should remain cautious in today's market. The article can be found here.
Masood Vojdani’s Latest US News & World Report “The Smarter Investor” Post
Masood's newest contribution to US News & World Report 'sThe Smarter Investor, about how the new Department of Labor's fiduciary rules impact you, is now up. You can read the piece here.
Masood Quoted on MainStreet
Masood Vojdani, President + CEO of MV Financial, was quoted in a MainStreet.com article focusing on family financial meetings. The article can be found here.
Katrina Quoted in Kiplinger
Katrina Lamb, was quoted in a Kiplinger's article focused on utility stocks for the purpose of income. The article can be found here.
Masood’s Newest US News & World Report post
Masood Vojdani's newest contribution to US News & World Report's The Smarter Investor , "4 Things Newly Single Women Should Do With Their Finances" is now up. The article can be found here.
Katrina Quoted in MarketWatch
Katrina Lamb was quoted in a MarketWatch article that discusses the Fed's impact on gold prices. The article can be found here.
Katrina Lamb quoted in Reuters
Katrina was quoted in Reuters' markets piece yesterday about current market mentality . The article can be read here.
Why Investors Should Be Sleeping Easy “Smarter Investor” Blog Post by Masood
Masood's latest US News & World Report "The Smarter Investor" blog post about why investors should sleep easy during current market conditions is now online. It can be read here.
3 Key Considerations for Year End Financial Planning Article by Masood
Masood's latest US News & World Report The Smarter Investor blog post about 3 key considerations for year end financial planning is now up. It can be read here.
Katrina Lamb – MarketWatch
Katrina was featured in a piece on MarketWatch focusing on the falling prices of oil. The article can be read here.
Katrina Lamb – MarketWatch
Katrina is quoted in MarketWatch on a piece focusing on the upcoming OPEC conference and the prices of oil. The article can be found here.
Masood Featured In Private Asset Management Magazine
Private Asset Management featured Masood amongst other thought leaders for his view on 2016's market outlook. The issue of PAM can be found here.
Masood Vojdani – The Street
Masood was featured in Jason Notte's article on TheStreet.com discussing gifting around year's end. The article can found here.
Katrina Lamb – Bloomberg
Katrina was quoted in Bloomberg's markets piece, discussing 'red flags' with regards to Wal-Mart. The piece can be found here.
Masood Speaks on CNBC
Masood spoke with Pauline Chiou and Adam Bakhtiar on CNBC's The Rundown, last night. He discusses the potential FED rate hike in December and the new phase of the bull market. The clip can be seen here.
Read Masood’s Newest Blog Post on US News & World Report
Read Masood Vojdani's newest blog post on US News & World Report "The Smarter Investor" focusing on mapping out an emerging market investment strategy. The post can be found here.
Masood Vojdani featured on CNBC’s ‘The Rundown’
Watch Masood on CNBC's 'The Rundown,' discussing the delay of the rate hike by the FED and the continued volatility in the wake of their decision. The clip can be found here.
Masood Vojdani Now a Contributor to US News “The Smarter Investor”
MV Financial is proud to announce that Masood Vojdani is now a regular contributor to US News' "The Smarter Investor" blog. This month's article, focusing on how investors need to think about the long term with the pending FED interest rate hike, can be found here.
Masood Vojdani featured on CNBC’s ‘The Rundown’
Masood Vojdani, President + CEO of MV Financial, was featured on CNBC's Rundown where he commented on the likely FED rate hike and to keep a disciplined investment strategy through current market volatility. The clip can be viewed here.
Masood Vojdani featured on CNBC World
Masood Vojdani, President + CEO of MV Financial, was featured yesterday CNBC's Rundown segment. Masood's time on air focused on the Greek crisis. The clip can be found here.
Masood Vojdani featured on CNBC
Masood Vojdani, President + CEO of MV Financial, was featured on a segment on CNBC. Masood discusses his outlook on the market and why he thinks investors should buy should any pullback occur. Watch the segment here.
Masood Vojdani featured in MainStreet
Masood Vojdani, President + CEO of MV Financial, was recently featured in two different MainStreet articles by Jason Notte, one which focuses on estate planning and can be found here. The second, focuses on Generation X's financial planning needs. That article can be found here.
Masood Vojdani featured on CNBC.com
MV Financial President & CEO, Masood Vojdani, is featured in an article published today focusing on stocks which could potentially see benefit from winter's effects. The article can be found here.
Katrina Lamb Quoted in the Wall Street Journal
Katrina Lamb, MV Financial's Head of Strategy & Research, was quoted in the Wall Street Journal on January 19th. The article, focusing on the falling prices of oil, can be found here.
Katrina Lamb Quoted in Bloomberg
Katrina Lamb, head of MV Financial's investment strategy & research, was quoted today in a Bloomberg article focusing on the Japanese economy. The article can be found here.
Katrina Lamb quoted in Barron’s
Katrina Lamb, Head of MVF's Investment Strategy & Research, was quoted in a Barron's article discussing the benefits of investing in commodities. You can find the article here.
Katrina Lamb quoted in the Wall Street Journal
Katrina Lamb, Head of MV Financial's investment strategy & research, was quoted in the Wall Street Journal's article focusing on health & tech sector strength. The article can be found here.
Masood Vojdani featured in MainStreet
Masood Vojdani was quoted in an article by MainStreet that examines statistics showing that women are more excited about the prospect of retirement than their male counterparts. The article can be found here.
Katrina Lamb quoted in the Wall Street Journal
Katrina Lamb, MV's Head of Investment Strategy & Research, was quoted in today's Wall Street Journal. Please click here to read the article.
Masood Vojdani featured in the Wall Street Journal
Masood Vojdani was recently featured in the Voices section of the Wall Street Journal. Masood discusses how advisers should properly manage client expectations. Please click here to read the article.
MVF Research on Seeking Alpha: Return To The Valley of Low Vol
MVF Research discusses the low levels of volatility currently prevailing in US equity markets, in this article published on Seeking Alpha. http://seekingalpha.com/article/2254413-return-to-the-valley-of-low-vol
MV Financial Launches New Website
MV Financial is pleased to announce the launch of its new, enhanced website at MVFinancial.com, designed to provide investors with a clear window into the firm's customized strategies and services. The site includes an in-depth look at MV Financial's innovative, research-driven investment process. It also features the firm's latest research...
MVCM Quarterly Newsletter: September 30, 2013
Third Quarter Review: Trend Reversals, Treasuries and Taperphobia After a drama-filled June in both equity and fixed income markets, the early third quarter settled into a more laid-back rhythm perhaps appropriate for the summer season. The S&P 500 crawled out of the 5.8 pullback, which bottomed out on June 24,...