3 Money Conversations to Have With Your Kids
Recently, the FINRA Investor Education Foundation ran a study with results showing that financial literacy was a strong indicator of positive future financial outcomes for people (Williams, 2020). Another study indicating how critical the knowledge and skills needed to managing money are, shows where the root of the problem may lie. Financial literacy is not […]
Build, Maintain, Transfer
What can a financial advisor do for you? I believe this is a very valid question as many financial professionals hold themselves out as “Financial Advisors” and it can become a bit confusing for investors. One of our mottos in the office is “Build, Maintain and Transfer.” Below, I expand on these points and explain […]
Your Financial Quarterback
Having an orchestrated approach when it comes to financial planning is just as important as a pre-snap huddle for a football team in the red zone. If everyone on the team is not running the same play, the likelihood of a successful outcome is not very good. There are many moving parts to you and […]
4 Financial Resolutions for 2021
The beginning of the year is good time to review your finances and make any course corrections necessary as you continue to work towards your financial goals. Here are 4 things you can do to help get your financial house in order. Calculate your personal net worth. It does not have to be complicated. Make a […]
Gifts that Keep on Giving
The end of the year will be here soon and we will finally be into the “New Year” that, after the difficulty we have all faced in 2020, I have said so many times I couldn’t wait to get to. However, that “New Year” is still a month or so away and we have […]
Are You Working With a Forward-looking Firm?
At Marzano Capital Group, we believe that the world of investment management has changed for the better over the past few years. You may have heard me say this before in previous articles, but the role of financial advisors has changed from product-oriented client relationships to advice-based client relationships. The client’s goals and needs should be first and foremost. Forward-looking investment management firms are […]
The 50/30/20 Rule
If you’re like millions of Americans, you often live from paycheck to paycheck, working to just “get by” without the opportunity to develop significant wealth or long-term savings. And unless you’re the chairman of a Fortune 500 company or a recent lottery winner, chances are you live on a tight budget to make sure ends […]
What Should We Be Watching?
At Marzano Capital Group, Monday mornings are a time for our team of advisors to sit down and discuss the economy and our allocations in client portfolios. With the speed of news dissemination, the thirst by the media for a juicy headline and the multitude of dramatic events going on around the country, it is […]
Working in Tandem
With still much uncertainty surrounding the capital markets, it is important to have a road map. At Marzano Capital Group, we remain optimistic as we move into the second half of 2020 and continue to work with our clients, as well as incoming new relationships. There has been no shortage of headlines regarding the pandemic […]