MAI Capital

Did you know? In the late 1800s, the average American worked 12-hour days and 7-hour/7-day weeks just to scrape by. Workers banded together to demand fairer treatment, safer conditions, and reasonable hours, which led Congress to make Labor Day an official national holiday in 1884.

Today, we honor the dedication of all working people who paved the way for the rights we enjoy today.

Happy Labor Day! Enjoy a well-deserved long weekend!

We loved spending the day on the green at Blackhawk Country Club for the Cancer Support Community San Francisco Bay Area's Golf Classic!

As a proud sponsor, our Lafayette team was thrilled to help raise $209,000 to support free programs for local families facing cancer.

Grateful for a great day on the course and the chance to make an impact together!

We're excited to announce that Amy Brady has joined our team as a Managing Partner in our Office of Managing Partners!

With 30+ years of enterprise leadership experience at KeyBank and Bank of America, Amy will lead key strategic initiatives, from AI optimization to cost efficiencies, as we continue our nationwide expansion. She'll also head up our national strategy focused on women and wealth.

"Amy has spent her career building high-performing teams and driving growth and innovation across some of the world's largest financial institutions," said Rick Buoncore, Chairman & CEO. "Her enterprise experience across technology, operations and growth will be invaluable as we strengthen our platform and work toward our goal of becoming the best RIA in the industry."

Read the full announcement here: https://hubs.ly/Q04w3DZv0

For decades, MAI has had the privilege of working with exceptional athletes and families, helping support their goals both on and off the field. We are honored that, during his Pro Football Hall of Fame induction this weekend, Drew Brees recognized MAI Senior Wealth Advisor John Palguta as one of the behind-the-scenes contributors who have supported him throughout his journey.

Moments like this are a reminder that long-term success is rarely achieved alone. It is built through the collective efforts of family, coaches, teammates, mentors, and advisors working together over time.

Congratulations to Drew on this well-deserved recognition and thank you for allowing us to be a small part of an extraordinary career.

Drew Brees is a current client of MAI Capital Management, LLC. He was not compensated for this statement. We are aware of no material conflicts of interest on the part of the athlete resulting from the relationship with MAI. MAI Capital Management, LLC, is an investment adviser registered with the Securities and Exchange Commission.

Our Bethesda team recently wrapped up our first-ever DMV Backpack Drive in support of NCCF - The National Center for Children and Families - and it was a huge success!

Thanks to the generosity of everyone who donated supplies, time, and effort, these backpacks are already being distributed to local families to help students start the school year confident and prepared

A special shoutout to the team members who provided lunch while we packed and handled the delivery.

We’re so proud to give back to our local community and are already looking forward to making next summer’s drive even bigger!

NIL money may not come with taxes withheld. The moment it hits your account, it's on you to plan for it.

That means treating it less like an allowance and more like running a small business: setting cash aside for taxes as it comes in, staying ahead of quarterly payments, and thinking before you spend, not after.

Swipe through for habits that can make a real difference during your peak earnings window.

MAI Sports and Entertainment has been serving athletes and their families for over 50 years with specialized expertise. Go to https://hubs.ly/Q04vrGjH0 to learn more about reaching out to an advisor.

More Than One Way to Grow a Trump Account.

Did you know there's more than one way to contribute to a Trump Account? During the growth period, funds can come from a few different sources — each with different limits, tax treatment, and rules.

From family and friends to employers to a government pilot program, it's worth knowing your options.

See slides for a full breakdown of each contribution type.

Growth at MAI is always built on shared values. Today, we’re pleased to announce our acquisition of OG Private Wealth, a California-based RIA with offices in Chico and Hermosa Beach.

Founded by brothers Ryan O'Donnell, CFP®, and Mike O'Donnell, CFP®, the firm has become known for simplifying complex wealth for founders, business owners, and high-net-worth families through sophisticated, all-in-one planning.

Joining MAI allows their team to scale with added institutional investment capabilities, specialized expertise, and family office resources without compromising the personalized touch that defines their practice.

Read the full announcement: https://hubs.ly/Q04tq6d70