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. […]
Making Dollars, Making $ense: 3 Benefits of Powering-Up Your 401(k)
The contribution limits for 401(k) plans increase 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 an additional $1,000 to $7,500 per year. Now is great time to power up […]
Making Dollars, Making $ense: 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 […]
Brandon James: Financial Advisor at Marzano Capital Group
It’s not uncommon these days for people to start one career and then to – quite suddenly – find a new and unexpected opportunity that results in a change in direction. Such is the case for Brandon James, a financial advisor at Marzano Capital Group. “I spent the first part of my career as a […]
Making Dollars, Making $ense: 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 […]
A Team-Oriented Approach
Have you ever wondered what it would be like to work with a financial advisor? What about having a team of advisors behind you? A team that works as a cohesive unit, building your financial plan, managing your risk and investments, all to help you confidently pursue your goals? One of the key differentiators in […]
Meet the Advisors Behind Making Dollars Making Sense: Michael McGilvary-Partner at Marzano Capital Group
A very wise saying goes like this: “Show me your friends, and I’ll show you your future.” It’s no secret that people significantly influence our lives, and for Michael McGilvary, this truth is demonstrated. For much of his childhood, Michael’s mother, Angela, worked for Marzano Capital Group so he was exposed to the industry at […]
Making Dollars Making Sense: Essential Estate Planning Documents
BY STEVEN GALLO, CFP®, Partner, Financial Advisor 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 […]
Making Dollars, Making $ense: From the Ground Up!
BY JON MARZANO, AIF®, Founding Partner, Managing Principal 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 […]
Steven Gallo: Partner at Marzano Capital Group
Life often takes interesting twists and turns. Consider Steven Gallo, a partner at Marzano Capital Group. After growing up in Lewisville and graduating from West Forsyth High School, Steven went to NC State University and earned a degree in psychology. Yet, somehow, the road of life landed him in a great career working as […]
