MB Wealth Management Group

09/03/2026

We are excited to share the latest episode of the MB Group Market Mornings with you!

🎙️ Episode Title: MB Market Mornings Episode Do You Have Unrealized Gains? Join John Conry & Matthew Couri at Griffin Capital

Release Date: September 3, 2026
⏰ Duration: 25:48

Welcome to the latest edition of MB Market Mornings the podcast that helps you stay sharp in a noisy world.

🎧📉💡 🎧 Listen https://open.spotify.com/episode/6H4RJBCjQz0XFWaCZUjovZ?si=ylqrpQBHQMippS9nVfLp_Q

Did you recently sell a business or have a large, unrealized capital gain? Then please give a listen to our latest podcast where we hosted Matt Couri of Griffin Capital, a leading real estate investment and management company with a diverse portfolio of institutional-quality assets across the United States. We discuss how investing in opportunity zones can potentially defer and eliminate capital gains and how you can do a Roth conversion and be taxed on less than what you convert

Don’t forget to follow the podcast on Spotify if you haven’t already. Your support helps us grow and continue to bring great content to you!
Thank you for listening!

# GriffinCapital # Unrealized Gains # RothConversion

09/03/2026

Recent data regarding men's health highlight a critical reality that deserves closer attention:

1 in 8 men will be diagnosed with prostate cancer in their lifetime.

Excluding non-melanoma skin cancer, it stands as the most commonly diagnosed cancer in U.S. men. While that statistic is stark, the turnaround potential is incredible:

🚀 When caught early, the 5-year survival rate exceeds 99 percent.

Here are the most critical facts to know about risk and prevention:

◾ The Age Factor: Approximately 6 in 10 cases are diagnosed in men aged 65 or older.

◾ Family History: Risk increases for individuals with a father or brother who has battled the disease.

◾ The Silent Nature: Early-stage prostate cancer rarely shows any symptoms at all, making proactive screening the ultimate defense.

The American Cancer Society recommends speaking with a healthcare provider to make informed decisions about testing. This conversation typically begins at age 50 for average-risk individuals and earlier (around age 40 to 45) for those with a strong family history.

Consider sharing this information with a colleague, friend, or family member who might need a reminder to prioritize their next check-up.

09/02/2026

👉 Roughly 56 percent of IPOs bought at the offer price lost money after 3 years.

That's not the headline you see on day one.

You see the first-day pop. The company goes public, and its stock has averaged a 19 percent gain since 1980. Feels like a moment you should catch.

Here's what actually happens:

1️⃣ Institutional investors get the offering price before trading opens.

2️⃣ You buy at market open, after the move.

Then the real story starts.

🔎 This gap is based on research led by Professor Jay R. Ritter, who authored a 2026 report on IPO performance for the University of Florida. His analysis of 9,300 U.S. IPOs is one of the most comprehensive databases available.

Chasing IPOs can provide a thrill, but there are pros and cons.

A sound portfolio should reflect an investor's goals, risk, and time horizon. The risks of an IPO are not for everyone. 🎯

📋 Past performance does not guarantee future results. The return and principal value of IPOs and other stocks will fluctuate as market conditions change. And shares, when sold, may be worth more or less than their original cost.

09/01/2026

Quick check-in from the team at MB Wealth Management Group. 🌿

You deserve a life that fits your goals and values. We’re here to help you build a plan, stay steady through the market’s changing seasons, and keep moving forward—one smart step at a time.

If you’d like to talk, send us a message. 🤝

09/01/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

08/28/2026

We are excited to share the latest episode of the MB Group Market Mornings with you!

🎙️ Episode Title: MB Market Mornings Episode Earnings, Interest rates, and Inflation
Release Date: August 28, 2026 ⏰ Duration: 9:37

Welcome to the latest edition of MB Market Mornings the podcast that helps you stay sharp in a noisy world. It is all about earnings, interest rates, and inflation in this episode where Mike and John cover all the hottest topics in the market today.

🎧📉💡 🎧 Listen https://open.spotify.com/episode/7hHkdEYaAIT7xsc9XJxfe1?si=vsZbLkclSdyJ92N--KVvfw

Don’t forget to follow the podcast on Spotify if you haven’t already. Your support helps us grow and continue to bring great content to you!

Feel free to share this episode with your friends or anyone who might enjoy it. Thanks for tuning in!

08/28/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

08/27/2026

Two retirees can earn the same average return and have very different outcomes.

Why?

Because in retirement, timing matters.

An early market downturn in retirement can be more damaging than the same downturn later.

That is the sequence-of-returns risk.

The risk is not simply “the market went down.” It’s “the market went down while income still had to come out.”

A strong retirement strategy should look beyond average returns and address:

🔹 Where income will come from
🔹 How much cash or short-term reserves make sense
🔹 Which accounts to draw from first
🔹 When to rebalance
🔹 How RMDs and Social Security fit into the withdrawal strategy

Sequence-of-returns risk does not make many headlines.

But for anyone entering retirement, it can be one of the most important ideas to understand.

The goal is not to predict the next downturn. It’s about being prepared.

08/26/2026

By 2030, women are expected to control nearly two-thirds of private wealth in the United States, representing roughly $30 trillion, according to a landmark 2020 study by McKinsey & Co.

That shift is already underway.

More women than men now graduate from college. Women-owned businesses generate more than $2.7 trillion in annual revenue.

And because women statistically live longer than men, many also manage the final, and often most complex, chapter of a family’s financial life.

The numbers tell an important story:

🔸 Women make or influence a growing share of household financial decisions.

🔸 Yet many still report feeling less confident, less heard, and less well served by traditional financial preparation.

🔸 That gap isn’t about ability. It is about whether the guidance, questions, and process reflect the realities of modern wealth.

Today is Women’s Equality Day.

A financial strategy should reflect the life being built and the goals that matter most for women and men alike: family dynamics, longevity, business ownership, caregiving, legacy, and the financial decisions that shape what is possible.

Does yours?

08/25/2026

There is usually no single moment when the roles begin to shift with aging parents.

A confusing medical bill.
A missed payment.
A scam text that almost got clicked.

When and how do you step in without taking over?

The goal is not to take control.

The goal is to make sure helpful people, information, and safeguards are in place before decisions have to be made under pressure.

One potential conversation starter you could try…

“We are reviewing our own estate documents and realize we should understand where everything is.”

Sometimes, that is enough to open the door.

The families who tend to feel best about how this chapter goes are the ones who approached it as a proactive exercise rather than a response to a problem.

We are glad to be part of that process at whatever stage a family is ready to begin.