macfarlaneinvestors

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O$ early look 👀
06/24/2025

O$ early look 👀

How we invest.
06/23/2025

How we invest.

As of market open today, we are proud to announce Macfarlane Investors has crossed the $1,000,000 threshold for directly...
08/28/2023

As of market open today, we are proud to announce Macfarlane Investors has crossed the $1,000,000 threshold for directly managed, discretionary assets.

With that being said, this marks the first big step towards the forever goal of building a better wealth management industry, one that is for all Americans, and not just the 1%.

As none of this would be possible without our 50+ clients, it seemed a good time to provide a overall highlight of the folks Macfarlane Investors is proud to serve.

The firm’s address has also been changed, and we encourage everyone to check out an updated Form ADV filing by visiting the link below.

📍 https://macfarlaneinvestors.com/form-adv

Thank you very much and remember, as always-

Investing Changes Lives.

Q2 is officially in the books, which means the most recent Market Thoughts report is now available. 3 key points and com...
07/07/2023

Q2 is officially in the books, which means the most recent Market Thoughts report is now available. 3 key points and commentary surrounding them-as it pertains to us as investors.

Q2 2023 further marks the second quarter publishing return data for Core4 and Executive models. If you would like to see how investments managed by Macfarlane Investors for clients have done so far this year, you can find that within the full report.

As the year moves forward the model returns will continuously be updated. This is done to ensure full transparency and market how unique our strategies are. All good investing starts with a great portfolio.

For access to the report please visit:

📍macfarlaneinvestors.com/marketthoughts.

Clients and Dispatch subscribers will be sent access via email, and the report will be made publicly available
until October 5th.

To say that employer sponsored financial benefits is a growing movement is an understatement. Besides pay and hours, it’...
06/19/2023

To say that employer sponsored financial benefits is a growing movement is an understatement.

Besides pay and hours, it’s also the MOST important benefit in attracting and retaining talent.

If you are in charge of an organization in any capacity and not paying attention to this, we would encourage you to do so.

It’s also an area where Macfarlane Investors has expertise, and our EFWP is built for you to bridge the gap.

Screenshot and use the QR code to get started.

A complete guide to concentrated positions that answers the following question:Will my company be the next Apple, Amazon...
06/19/2023

A complete guide to concentrated positions that answers the following question:

Will my company be the next Apple, Amazon or Microsoft?

Our research indicates likely not.

The hardest part for many in regards to personal finance/investing is knowing how and where to start. The BLUEPRINT solv...
05/15/2023

The hardest part for many in regards to personal finance/investing is knowing how and where to start. The BLUEPRINT solves this, providing 🔟 steadfast financial rules to set yourself straight ahead on your money journeys.

The first BLUEPRINT RULE is as follows:

1️⃣ Save more than you earn-until you’ve stacked 6-12 months of all living expenses.

From there, we will walk through budgeting, building credit, where to invest, how much to invest, and much more. Created for Gen Z and other first time investors, the BLUEPRINT is complimentary (no cost) at the following URL:

🌐www.macfarlaneinvestors.com/blueprint

Do you actually know what the stock market is?Just like a grocery market deals in different types of foods, a car market...
05/09/2023

Do you actually know what the stock market is?

Just like a grocery market deals in different types of foods, a car market encompasses different types of vehicles, the stock market is simply an exchange place for buyers and sellers of American businesses.

The stock market goes up because over time, companies in it increase their profits and earnings. Simple as that. As long as the economy exists and grows, so will the stock market, as it is a direct representation of that growth. That’s why rising stock prices and owning stocks is good for everyone, and that’s why we’re here.

The best way to get started in the stock market is to educate yourself. You aren’t going to become a good investor without riding the learning curve. Here are some more good resources:

1️⃣ Nonelective Finance - No-Cost digital investing manual by Jarah D. Macfarlane APMA®️

www.macfarlaneinvestors.com/nonelectivefinance

2️⃣ The one-page financial Blueprint and Market Dispatch Newsletter, both from MacInv.

www.macfarlaneinvestors.com/marketdispatch

www.macfarlaneinvestors.com/blueprint

3️⃣ Yahoo Finance, Investopedia, TradingView and StockRover.

4️⃣ FINRA for investors.

https://www.finra.org/investors #/

5️⃣ Any of the following beginner investment books⬇️

- The Intelligent Investor by Benjamin Graham
- One Up on Wall Street by Peter Lynch
- The Little Book of Common Sense Investing by Jack Bogle.
- A Random Walk Down Wall Street by Burton G. Malkiel.
- How to Make Money in Stocks by William (Bill) O’Neill.

…and in all honesty, simply asking Google and YouTube your questions is a very real way to learn as well.
————————————————————————
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As Q1 gets wrapped up, the most recent Market Thoughts report is now available. 3 key points and commentary surrounding ...
04/07/2023

As Q1 gets wrapped up, the most recent Market Thoughts report is now available. 3 key points and commentary surrounding them-as it pertains to us as investors.

Q12023 also marks the first quarter we are publishing return data for Core4 and Executive models. If you would like to see how investments managed by Macfarlane Investors for clients have done so far this year, you now can.

Moving forward these return metrics will be provided and updated every quarter. This is done to ensure full transparency and market how unique our strategies are. All good investing starts with a great portfolio.

For access to the report please visit macfarlaneinvestors.com/marketthoughts. Clients will be sent access via email, and the report will be made available until June 30th.

For clients Macfarlane Investors deems to be High Net Worth (HNW), reducing fee drag from index products becomes a point...
02/08/2023

For clients Macfarlane Investors deems to be High Net Worth (HNW), reducing fee drag from index products becomes a point of ex*****on. Macfarlane Investors Executive Portfolios are crafted so that the only fees paid in the portfolio are those that go to the advisor. Executive portfolios serve as the core equity holding for high net-worth strategies. Based upon detailed empirical research, the equities within are selected according to 6 distinct Facets. These facets, coupled with patience and sound portfolio management, lead to significant value creation above the S&P 500 benchmark.

Based on account status (qualified/non-qualified), Executive Portfolios will either focus on dividend growth or share buybacks. The portfolio thus comes in two models: Executive Retirement and Executive Non-Retirement. Executive Retirement portfolios are for tax-qualified accounts and focus on dividends, Executive Non-Retirement portfolios are for taxable (non-qualified accounts) and focus on share buybacks.

Both models are diversified across all 11 sectors, equally weighted across mega, large, mid and small caps and have international revenue exposure above 30%. The portfolio companies inside grossed over 2.7 Trillion dollars in net sales in 2022, along with an average 21.8% operating margin, 4.60% shareholder yield and trailing 10 year return vs. the S&P 500 of +618%.

Executive Portfolios are only available to eligible and/or invited clients. Please see the associated rationale, research, sources and disclosures by visiting macfarlaneinvestors.com/executive.

Episode 9 of the Drawing Dead Podcast welcomes Nikeya Pickering, an old friend and the Founder/CEO of the Kouture Arts K...
12/02/2022

Episode 9 of the Drawing Dead Podcast welcomes Nikeya Pickering, an old friend and the Founder/CEO of the Kouture Arts Kapital. We sit down to breakdown how being frugal is actually really cool, why no one knows about the history of Roth IRAs and how to "Budget not Ball."  Nikeya shares from her experiences as a first generation black entrepreneur; including working with multiple manufacturers, Shopify merchant services, and much more. We also have fun getting into exactly what a money mindset is, and why you might just want to fall asleep to affirmations every once and awhile.

Nikeya can be found on instagram , and her other work at thekoutureartskapital.com.

Jarah can be found on instagram and twitter .

To stay up to date with the Drawing Dead Podcast please follow on Spotify.

Macfarlane Investors correspondence is viewable via the instagram page and other educational financial material is available by visiting macfarlaneinvestors.com/literacy.

No content in this podcast is intended to serve as prescriptive financial advice. To view more disclosures please visit macfarlaneinvestors.com/disclosures.

Episode 9 of the Drawing Dead Podcast welcomes Nikeya Pickering, an old friend and the Founder/CEO of the Kouture Arts C...
12/02/2022

Episode 9 of the Drawing Dead Podcast welcomes Nikeya Pickering, an old friend and the Founder/CEO of the Kouture Arts Capital. We sit down to breakdown how being frugal is actually really cool, why no one knows about the history of Roth IRAs and how to "Budget not Ball."  Nikeya shares from her experiences as a first generation black entrepreneur; including working with multiple manufacturers, Shopify merchant services, and much more. We also have fun getting into exactly what a money mindset is, and why you might just want to fall asleep to affirmations every once and awhile.

Nikeya can be found on instagram and her other work at thekoutureartskapital.com

Jarah can be found on instagram and twitter .

To stay up to date with the Drawing Dead Podcast please follow on Spotify.

Macfarlane Investors correspondence is viewable via the Macfarlaneinvestors instagram page and other educational financial material is available by visiting macfarlaneinvestors.com/literacy.

No content in this podcast is intended to serve as prescriptive financial advice. To view more disclosures please visit macfarlaneinvestors.com/disclosures.

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Seattle, WA

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