Operation Dream Coach
With the first quarter of 2023 coming to a close, our team has had the opportunity to review with the many investors we work with at Marzano Capital Group. The depth of our conversations has been robust, in light of a difficult year in both stocks and bonds. We view those conversations as a privilege. […]
New Year’s Resolutions
Making a New Year’s resolution can come with a little hesitation. By that same token, we know that the start of the year is always a good time to assess what’s going right in your personal and financial life and what you want or need to improve on. The beginning of the year is like a new […]
3 Benefits of Powering-Up Your 401(k)
The contribution limits for 401(k) plans increases for tax year 2023. For those looking to max out their plans, the most you can contribute will be $22,500—an increase of $2,000. For workers over the age of 50, the catch-up contribution increased additional $1,000 to $7,500 per year. Now is great time to power up your […]
3 Themes for Investors in 2023
2022 was quite the year. We saw the Federal Reserve raise interest rates rapidly in hopes of combating inflation, major stock and bond indices experience losses, and the mid-term elections occur. With no shortage of news/headlines, being an investor in 2022 could have been difficult for many. Seeing your investment statements drop in value can […]
Politics and the Market from a Historical View
At Marzano Capital Group, we strive to provide education on a multitude of topics that we feel our readers should take note of. In this article, our goal is to educate our readers about how the political cycle tends to affect the markets. The purpose is to provide our readers a basic understanding about what […]
Analysis Paralysis?
I personally have found in today’s fast-paced world of information, the feeling of analysis paralysis can set in on one’s saving/investment plan. Information overload if you will. I recently had the pleasure of sitting down with a potential client who owned a local business. This individual was interviewing potential investment advisors and I could tell […]
Making Lemonade Out of Lemons
Have you ever heard the saying, “it’s a way to make lemonade out of lemons?” Effectively, it is turning a bad situation into a better situation by using the bad situation as the catalyst. In our world of wealth management, this will be a year where we make some lemonade out of the lemons of volatility and […]
Are You Comfortable?
There is no sugar-coating it, 2022 has been a difficult year for capital markets. Not only have stocks experienced volatility, but so have bonds. We know often times this causes anxiety for investors and we certainly understand why. We have the privilege of working with a broad client base and this has taught us perspective. […]
Essential Estate Planning Documents
Estate planning is the process that manages and preserves your assets while you are alive and conserves and controls how they are distributed to your heirs after you pass. Irrespective of your age or net worth, an estate plan is necessary to protect yourself, your loved ones, and your assets. These plans require legal documents […]