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 […]

From the Ground Up!

In order for a community to grow and for its residents to gain a standard of living that would promote bigger families and more worker bees (young adults paying into Social Security) in the future, there is a basic set of financial awareness and understanding that I believe everyone should learn at an early age.  So […]

Education, Communication, & Following the Plan

We have a saying here at Marzano Capital Group that “an educated client is the best type of client.” Educating our clients and potential clients on the “what” and “why” of various financial strategies is extremely important.  There are many moving parts and options to consider when it comes to financial planning, investing and insurance […]

Handling Market Volatility

The team at Marzano Capital Group understands market volatility can be unnerving and down-right scary, especially when you are in the retirement red-zone. In this article, I will share with you 3 tips to keep in mind when markets turn negative and news headlines are far from positive. Don’t Panic! This is first and foremost. When […]

The Unique Advantages of Health Savings Accounts

It is no secret that health insurance premiums and costs are rising every year. Due to the rising cost folks are looking for ways to save money on medical expenses. That is where the Health Savings Account (HSA) comes in. But you may be asking – What is a Health Savings Account? How does it work? […]

A Timeless Message

It is not always easy to write an article a month or more in advance of its publication and know what to write. Crafting a message that will still be very timely to keep readers attention always takes some thought. Current topics change from month to month, but with this being a January article for Forsyth Woman […]