Resources - MAI Capital Management

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FEATURED INSIGHT

What to Know When Serving as an Executor vs Trustee

Serving as an executor vs trustee comes with a broad array of duties and responsibilities – obligations which a fiduciary may be legally required to perform or they could be subject to personal liability.

Our Firm

About MAI

Our Services

Individuals and Families

Advisors and Institutions

Athletes and Entertainers

Employees and Employers

Our Team

What to Know When Serving as an Executor vs Trustee

What to Know When Serving as an Executor vs Trustee

Chris Grisanti Appears on CNBC’s ’The Exchange’: Fed Rate Hike

Regional Banks, Possible Recession, and Debt Ceiling Explored

Joe McLean On CNBC Stock Draft With DK Metcalf, Seattle Seahawks Wide Receiver

Chris Grisanti Appears on CNBC’s ’The Exchange’

MAI Capital Management Named to 2023 USA Today Best Financial Advisory Firms

Advisors at MAI Capital Management Named 2023 Best-In-State Wealth Advisor by Forbes

Estate Planning Fundamentals

Wiener Financial Management and MAI Capital

MAI Featured on CNBC ‘Power Lunch’

MAI featured in Military Officer Magazine

MAI featured on Fox Business

Chris Grisanti on CNBC ‘The Exchange’: The banking crisis fallout

6 Key Aspects of Financial Literacy

What is a Family Office?

How Are Alternative Markets Being Shaped by the Current Bank Failures?

2023 New Annual Limits for Retirement and Other Benefits

Do High Interest Rates Indicate That We Are “Back To Normal”?

The 2023 Tax Filing Season Begins

MAI’s Matt Mathias Named to Five Star Southwest Florida Wealth Manager List in 2023

MAI Featured in MarketWatch

January 2023 Market Update with John Zaller

Chris Grisanti on CNBC ‘The Exchange’: Strategy for an economic slowdown

MAI Capital Management Hires Dexter L. James

John Dovich Recognized on Forbes’ Top Financial Security Professionals 2022 List

MAI Featured in Wealth Management

MAI Featured in Crain’s Cleveland Business August 2022

MAI Featured in Bloomberg July 2022

Financial Advisor Magazine Top Registered Investment Advisor 2022

MAI Capital Management Recognized on Financial Advisor Magazine’s RIA Survey & Ranking and Top 50 Fastest Growing Firms for 2022

Rick Buoncore, Albie MacDonald and Joan Malloy on Forbes Best-in-State Wealth Advisors 2022

MAI Capital Management Named to the 2022 Weatherhead 100 List by Case Western Reserve University Weatherhead School of Management

Is the stock market in a bottoming process around its September lows?

MAI Capital Management Appoints New CFO

West Point Business Group and MAI Capital Are Excited to Announce Their Partnership

MAI Capital Management Adds New Advisor in Florida Market

John Dovich, Tom Lalley, and Bill Bruns of MAI named Five Star Wealth Managers for 2022

MAI Capital Management Acquires Prime Investment Advisors

MAI Featured in Barron’s

MAI Capital Management Moves Up The Rankings On Barron’s Top 100 RIA Firms

Market Update Video – August 2022

Pareto Wealth Management and MAI Capital Management Are Excited to Announce Their Partnership

Joe McLean and Intersect Capital Join in Growth of MAI Capital Management

Winfield Associates and MAI Capital Are Excited to Announce Their Partnership

A Roadmap for a Volatile Market

The 2022 Tax Filing Season

New Year’s Resolution: Evaluating Your Financial Plan

MAI Capital Management Acquires Monarch Business & Wealth Management

Monarch, Regal & MAI Capital Management

Investment Planning Associates and MAI Capital Management Are Excited to Announce Their Partnership

Queens Oak Advisors & MAI Capital Management

IRS Announces new Annual Limits for Retirement Plans and Other Benefits for 2022

Hochman Cole Investment Advisors & MAI Capital Management

SMS Phishing Explained: Identify threats and protect your financial security

Qualified Disclaimers: Thanks, But, No Thanks

Factors to Consider When Deciding Whether to Max-Out Your 401(k) Before Year-End

Geier Asset Management, Winpoint Financial & MAI Capital

Storey & Associates & MAI Capital Management

Value Versus Growth: How the changing economy is disrupting traditional measures of value

Gifts Exempt from Gift Tax

Andrew Meyer Named One of Forbes Top Next-Gen Wealth Advisors 2021

Loss of Spouse or Family Member & Estate Executor Checklist

John Palguta Named One of Barron’s Top Advisors by State 2021

How Can a Living Trust Help Me Control My Estate?

Understanding Long-Term Care Insurance

ROTH IRAs and 401(k)s

Backdoor Roth IRAs: An IRS-Sanctioned Loophole

President Biden’s American Families Plan and what it means for you

Smith Capital Management & MAI Capital Management

HW Financial Advsiors & MAI Capital Management

COVID-19 Tax Update: State-by-state payment reference guide