The Importance of Multiple Buckets
We save money for different purposes: retirement, travel, unexpected expenses, home renovations, etc. Here at Marzano Capital Group, we are big proponents of the “multiple bucket approach.” Different buckets (or savings vehicles) should be used for different purposes. Here are the different buckets I am referring to: Emergency Fund – There is no exact science […]
Challenges with the Mindset Shift: A Common Experience for Retirees
Our office has the privilege of not only managing client assets, but coaching folks through life milestones. I personally have met with a few clients recently that have been experiencing what we call, “challenges with the mindset shift.” Most investors we work with invest 30 plus years to accumulate and build their family’s net worth. […]
Making Dollars, Making $ense: Strategies for Building Wealth and Achieving Financial Independence
The desire to achieve financial independence and establish lasting wealth is something that resonates with everyone. It may sometimes feel like an unattainable dream, but with the right strategies and mindset, considerable progress can be made towards your financial goals. Here, I will share practical and effective strategies we implement with our clients to help […]
Making Dollar$ Making $ense: Why Us? Why Now?
by JON MARZANO, AIF®, Founding Partner, Managing Principal With a multitude of choices available to investors in this modern day, why would someone hire Marzano Capital Group as their Registered Investment Advisor or their financial professional? I have been asked that question many times over the last 20 years. In reality, the question is a great […]
Marzano Capital Group – Alyssa Wells: Master of Details
photo by CARRIE ALLEN The first smiling face you’ll probably get acquainted with at Marzano Capital Group in Clemmons is Administrative Manager – and coordinator of countless details – Alyssa Wells. While she’s busy with a daily to-do list that encompasses a wide range of duties, Alyssa is always a constant bright force around the […]
Financial Decisions: Emotions vs. Logic
Money is an emotional topic. Whether we are saving money or spending money, we usually make those decisions based on how it makes us feel rather than formulating decisions based on logic. However, emotions are probably what motivate us to save to begin with. Feeling the need to save for a house, retirement, or even […]
Marzano Capital Group-Angela McGilvary: Joy in Serving
Angela McGilvary is one of those fortunate people who can say their career truly brings them joy. As a Partner and Branch Operations Manager for the Marzano Capital Group in Clemmons, NC, she is inspired every day to serve the group’s equally fortunate clients. “We have built our company on the basic fundamentals of providing […]
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 […]
