Mowery Capital Management
“As a fee-based advisory firm, we provide unbiased investment advice as well as the stewardship needed to maximize financial success. Although we focus on maximizing your portfolio’s return, the real challenge is managing the risk as you have defined it.”
MCM Services
Mowery Capital Management (MCM) is an Investment Advisory company registered with the Securities & Exchange Commission.
MCM acts as a "Family Office" providing estate planning and investment management for the separate accounts of individual clients. MCM manages client's stock and bond portfolios and charges a quarterly fee based on the value of the assets under management.
The MCM investment strategy is primarily focused on asset and sector allocations. Our primary investable asset classes are stocks, bonds, and ETF's… (read more)
Letter To Our Clients
As the curtain came down on the 20th century, the U.S economy found itself in the 17th year of the longest consecutive period of prosperity of the past 100 years. This according to the Cambridge, Mass. Based National Bureau of Economic Research, the nation's principal arbiter of business cycle trends and turning points.
Since 1982, the technology-driven U.S. economy has created more than 41 million new jobs, leading to a 4.1 percent current unemployment rate with broad inflation measures barely registering… (read more)
Financial Briefs
Shall we dance? In the past, if you rolled over funds from a 401(k) plan to a Roth IRA, you had to do a Texas two-step: 1) Transfer the cash from your 401(k) to a traditional IRA 2) Convert the traditional IRA into a Roth IRA, paying income tax on the amount you convert.
Now, thanks to a recent tax law change, the choreography is simpler, with just one step required. Furthermore, new IRS guidance gives 401(k) plan participants… (read more)