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Why I Love Working For A Family Office

Family offices play an important role in the lives of ultra-high-net-worth families, helping them with wealth challenges, lifestyle, property management, and tax services, to name a few. Working for a family office is an opportunity that allows me to apply my passion for both the investment markets and for helping people achieve their goals and prosper in life.

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Why I’m So Passionate About Investing

Like many others, I found my way into my career through the example of someone close to me. In my case, it was my father’s interest in the financial world that sparked my passion and eventually led me to pursue investing as a career. As a kid, I would watch my dad study the markets, read his Value Line subscription, and watch CNBC for financial news. He was such a successful student of the markets that his Smith Barney stockbroker would often pitch my dad’s ideas to his other clients. Having this example in my formative years, I couldn’t help but become interested in the markets and investing myself. This interest has led me down the path to a fulfilling career.

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What's New at MQS

We want to take a moment to share our appreciation to all of our clients, team members, partners, and friends of the firm who have positively impacted Massey Quick Simon this past year. Since the start of 2018, we have expanded into Chattanooga, launched a new website, added equity principals, and given back to the local community through our Annual Golf Outing and community service day. See our newest initiatives, offices, and team members in our firm newsletter!

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What You Need to Know About Brexit

Brexit has been in the headlines of global news ever since its referendum in the summer of 2016. Now this month, talk of Brexit is reaching a feverish pitch as the UK is slated to leave the EU by the end of March. There are three likely scenarios that could occur by the end of the month.

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How To Prepare For Tax Season

If you had to pick between the two, would you rather file your taxes or go without your phone for a week? There’s a good chance you’d happily hand over your beloved phone along with the other 28% of Americans who are also dreading having to deal with taxes. And to add to the fun of tax season, the new Tax Cuts & Jobs Act means we now have a slew of new tax reforms to decipher. Among these is a new 1040 form and the possibility of six new schedules to fill out, depending on your situation. As is usually the case, what is intended to simplify filing taxes for some has complicated it for others.

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Why I Became A Financial Advisor

Life is full of unexpected twists and turns. While we may start out in one career, our experiences may show us other areas we want to pursue, needs that aren’t being met, or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor.

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