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Massey Quick Simon Opens Doors In Rocky Mountain Region

Joining Massey Quick Simon and establishing the firm’s Rocky Mountain presence has been one of the most exciting things I’ve done in my career. When I came to know the firm, I was impressed with the vision: to create true alignment with clients. It’s an approach that is rarely executed successfully in the wealth management industry, and I am honored to make it available to clients in Denver and its surrounding communities.

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What To Do If You Get Divorced

Divorce can be emotionally, mentally, and financially draining. Not only are you adjusting to your new way of life, but you may be managing your family’s finances for the first time. While it can be overwhelming, divorce is also an opportunity to create the life you want. It’s the time to set financial goals for yourself and chart a path to get you there.

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Why I Became A Financial Advisor

There’s nothing like graduating college and starting your career—in the financial industry, no less—right at the onset of a recession. But before you start feeling bad for me, know that this experience was the catalyst that led me to pursue this career as a financial advisor further. The timing of when I embarked on this journey didn’t make me second-guess my choice, it reinforced it. Here’s why.

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Cybersecurity Tips & Best Practices For Our Modern Age

Whether it’s a data breach at Equifax or Yahoo or your elderly neighbor falling prey to a phishing scam, it’s hard to feel safe in the virtual world that we have created for ourselves. From centuries of experience we learned to lock our doors at night and stay aware when walking through the woods alone, but cybersecurity is new to many of us. Our parents and grandparents ingrained in us that we are not to talk to strangers as children, but there is no age-old wisdom being passed down regarding the internet.

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Video: May 2019 Market Insights Webcast

Our Market Insights Webcast features a Q&A session with Massey Quick Simon Chief Investment Officer, Chris Moore and Director of Marketing Darcy O'Brien. Chris will be answering questions about the recent equity rally, corporate earnings, and interest rates.

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First Quarter 2019 - Market Newsletter

We have been enjoying what will likely be the longest period of economic expansion ever for the country. Corporate earnings have been resilient, consumer and bank leverage has been contained, and labor productivity has been high while inflation kept low. This has been in no small part due to the Fed putting significant muscle behind the economy to move it forward from the 2008 financial crisis, slashing interest rates from over 5% down to zero and buying Treasuries and mortgage backed securities to provide market liquidity and support. Furthermore, the Trump administration’s more recent deregulation and tax reforms had turbocharged an already strong economy. Thus, the U.S. has been a standout performer versus other developed and emerging economies.

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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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Guiding a Widow to Financial Independence

Ms. Morelli, a newly widowed 62 year-old woman with two grown children, came to Massey Quick Simon at the suggestion of a friend. Her late husband had managed all of their investments without the assistance of an outside advisor. He had kept Ms. Morelli in the loop in a general sense but she had never been intimately involved in the day-to-day transactions or composition of their joint portfolio. Composed, yet eager to build an understanding of her estate, Ms. Morelli looked to Massey Quick Simon for guidance and organization as she entered the next phase of her life.

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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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