Broker Check
Welcome to Midtown Financial Advisors!

A MESSAGE FROM MFA REGARDING COVID-19 AND THE STOCK MARKET

Staying the Course.

 

With the recent equity and bond mark volatility caused by the economic uncertainty due to the COVID-19 virus, it good to ask yourself these questions which will help define what action or non-action to consider with your investments.

 

  • Why do I feel the way I do?
  • When will I need my assets?
  • How does my portfolio look today based on what I think it looks like?

 

The market is always on the move. When it’s up, most everyone is happy. When it drops, it can be easy to overreact. Fear can tempt even the most disciplined of investors to make snap decisions to pull out of struggling investments. Doing so may undermine your long-term success; it’s impossible to know precisely when to reinvest after a downturn, particularly one that is short-lived.

 

We all hope that this downturn is short-lived. It can’t be predicted exactly what will happen in the short term but I can look at history and get an indication of how markets responded. Not all market downturns are the same but they do have similarities. The US economy is one of the strongest in the world and this downturn is different than that in 2008-2009. As a result, it should be quicker to recover (no promises).

 

Investing is a long-term exercise and requires discipline to avoid the pitfalls of fear and greed. We are here to stand with you through this time of uncertainly. Please feel free to call our office if you feel the need to talk.

 

Midtown Financial Advisors, LLC

Collaborative

Midtown Financial Advisors consists of 5 managing partners, 9 advisors, and 3 specialists. The culture of our firm is one of teamwork and collaboration. Our firm has a vast array of experience in our industry and we are constantly leveraging that experience for the benefit of our clients and our community.

Learn More

Comprehensive

Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.

Learn More

Charitable

Our firm is committed to not only making an impact in the areas of wealth management, but also to making a positive impact in and around our community. We believe that finances are a significant part, but not the most critical part of our lives. We want to empower people to leave a legacy that extends beyond their finances, and we believe helping people engage with others in our community is a key component to that end.

Coming Soon

Institutional Abilities with a Personal Feel

At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our managing partners have over 120 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow