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Our Ideas

Ideas: The building blocks of opportunity.

At MGO Wealth Advisors, we approach Wealth Management as a unique discipline built on a growing body of knowledge, proven tools, processes and best practices. In this section of our website, we share a variety of insights our clients might find useful.

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Kurtis Magee Joins MGO Wealth Advisors

Los Angeles, July 17, 2018: MGO Wealth Advisors announces the addition Kurtis Magee to their wealth management team. Mr. Magee, a highly experienced Certified Financial Planner, will be joining the MGO Wealth Advisors Los Angeles office where he will provide investment management, retirement planning, estate planning, cash management, and other wealth management services for a variety of clients.

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MGO Tax Reform Analysis Part 1: Individuals

After unifying the House and Senate tax reform provisions into one piece of legislation, the Conference Committee released its Conference Report on the Tax Cuts and Jobs Act, H.R. 1 (“the Act”), on Friday, December 15, 2017. The nearly 1,100 page bill was approved in the House and Senate early this week and is expected to be signed into law by President Trump before the end of the year. In this pdf we discuss some of the significant provisions affecting individual taxpayers.

Download Analysis PDF >>>

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Tax Reform Analysis

Our partners at Gentrust recently wrote an analysis on the impact of tax reform on markets. Please take a moment to review. Should you have any questions or wish to discuss please feel free to contact us.

Executive Summary

  • We think the market is currently pricing in 50% of the potential impact of tax cuts.
  • We estimate the odds of tax cuts actually passing to be less than 50% with the timing being more likely Q1 2018 than YE 2017.
  • We believe equity markets could rally 10-15% on the passage of large tax cuts and 5-10% for more modest tax cuts.
  • In our opinion, failure to pass tax cuts could result in a 10% decline in US Equities.
  • We believe that if tax cuts pass, it is not clear they will cause large increases in deficits, although modest increases are possible. Therefore the impact on interest rates, while uncertain, is likely only marginal.

Download Analysis PDF >>>

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The Russia Sanctions: Diplomatic Symbolism Trumps Economic Severity

by Evan R. Mehta, Columbia University

Former President Obama’s fresh sanctions in response to Russian state hacking will likely have little effect on Russian or American businesses and the world economy. The penalties levied by the White House, which include the expulsion of 35 Russian diplomats, termination of two Russian diplomatic compounds in New York and Maryland, and sanctions imposed against Russian intelligence agencies and individuals, primarily serve as a symbolic act accomplishing three important goals—to attribute hostility to the Russian state, support the interests of American allies, and curb President Trump’s pro-Russia pivot. more >>>

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2017 Outlook

by GenTrust

Our investment team at GenTrust have just released their 2017 Investment Outlook. Inside you will find a recap to 2016 and our outlook for 2017. We expect uncertainty with the new administration at the wheel and positioning accordingly will play a big role in the success for any investor this year. more >>>

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Planning While Rooting For Repeal

by Mitchell M. Gaswirth
Partner

Proskauer
www.proskauer.com

The surprising to many result of the recent U.S. Presidential election raises for the first time in years the real prospect for repeal of the U.S. gift, estate and generation-skipping transfer taxes. While the gift tax might have to remain in place to “protect” certain aspects of the income tax regime, many of our clients would conclude “two out three ain’t bad”. more >>>

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The Day After the Election

by Robert Roman
CEO, Managing Director
MGO Wealth Advisors

Over the past few weeks various publications and media outlets made a number of bold predictions on who would win along with the potential impact on markets from the outcome of the election. Most got it wrong…  more >>>

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A Grandfather’s Advice to his Grandchildren

from MarketWatch

An exceptional article by Henry K. Hebeler, former president of the Boeing Aerospace Company. When you reach retirement age, it’s not uncommon to want to pass along what you’ve learned. more >>>

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headlinesAvoiding the Headlines: Understanding High Profile Financial Failures

by Robert Roman
President & Managing Partner

In recent years, we have seen a barrage of ‘celebrity news’ stories cataloguing the devastating effects of fraud and abuse by advisors. more >>>

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Our Firm

Headquartered in Newport Beach, California, MGO Wealth Advisors, LLC is a very different kind of investment management firm. more >>>