Education Series – Topics

Money Tree

12 Important Actions for Each Stage of Life: The MGAM Lifetime Investment Planning Series

We all know there are critical financial steps that should be taken at certain points in your life, but what specifically are they? What should you be doing at 30 to ensure financial stability? What about at 50? Here are twelve important actions you should be taking during key points in your life to improve your financial situation. Financial […]

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MGAM Heritage and Legacy Planning

At McGowanGroup Asset Management, we are always interested in hearing heritage and legacy planning stories. Please share your personal Estate Planning story with us!  Your positive experience with the process will be informative and encouraging to other individuals and families who may be in a similar life situation but have not yet taken the necessary […]

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Estate Planning Package

  Estate Planning Attorneys HERE.    

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CashFlow Units ®

MGAM Disciplines The team has contributed to our ability to define disciplines that address financial planning objectives with separately managed accounts: Allocation Units Investment management services combined with unique performance tracking focused on multiple asset classes and a tactical allocation strategy designed to provide income and capital gain potential. CashFlow Units® Investment management services combined […]

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JPMorgan Guide to the Markets 1Q 2014

J.P. Morgan Asset Management Market Insights 2Q 2014 Guide to the Markets As of March 31, 2014 JPMorgan Guide to the Markets 2Q 2014

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Case-Shiller Report

U.S. February S&P/Case-Shiller Home Prices by City  By Ainhoa Goyeneche April 29 (Bloomberg) — The following table shows the change in home prices by city.  NOTE: Non seasonally adjusted data The S&P/Case-Shiller(R) Home Price Indices are constructed from data on sales of individual properties. With this method, changes in the index are derived only from actual […]

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Do You Need An Estate Plan?

Estate planning is not just for the very wealthy. You have an “estate.” It doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die you leave behind an estate. For some, this could be real property, an investment portfolio and more. For others, it could be as straightforward […]

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The Tree and The Fruit

The Tree and the Fruit The story of the most expensive house in Highland Park The summertime backyard party was in full swing when the Hostess let loose a volley that shocked the guests around her. She pointed to her modest two-story home and said “that is the most expensive house in Highland Park!” The […]

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Biblical Option Harvest: Using the One Tenth Rule

Biblical Option Harvest: Using the One Tenth Rule Spencer D. McGowan, CIMA® President McGowanGroup Asset Management There are many methods for harvesting employee stock options. The bull and bear cycles of the years 2000 and 2001 demonstrated the need for a scientific method that takes advantage of share price increases. The term “Biblical” is an easy […]

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RMD Precautions & Options

A reminder about mandatory withdrawals from IRAs & other retirement plans. Just what is an RMD? After you turn 70½, the IRS requires you to withdraw some of the money in most retirement savings accounts each year. These withdrawals are officially called Required Minimum Distributions (RMDs).1 You must take an RMD from a traditional IRAs […]

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