Educated investors are confident investors

At MarsJewett, education is an important pillar of our culture. We are committed, as professionals, to being lifelong learners, constantly striving to bring new knowledge and value to our clients. We’re also deeply committed to educating our clients, because trust is based in transparency. We want you to understand all of your options, and when we recommend an action, we want you to know what that recommendation is based on.

Some of our clients take an active role in managing their finances, while others prefer to be more hands off. No matter how “hands-on” you are, we believe in sharing our knowledge and in connecting our clients to resources that can give them greater confidence in their financial plan.

EDUCATIONAL RESOURCES

What are Trump Accounts (530A)? | The Roth Conversion Strategy

What are Trump Accounts (530A)? | The Roth Conversion Strategy

Client Education · Planning & Tax For the first time, families can begin building Roth wealth for a child from a very young age—and the numbers are striking. Until now, there was no good way to start saving for a child’s retirement. Roth and...

Staying the Course in a Noisy Market

Staying the Course in a Noisy Market

Client Event Recap · Markets & Discipline Key takeaways from our conversation with Dimensional’s Marlena Lee, PhD A few weeks ago, we had the pleasure of hosting Marlena Lee, PhD, Global Head of Investment Solutions at Dimensional Fund Advisors, for a...

Washington State Estate Tax Reform: What You Need to Know  

Washington State Estate Tax Reform: What You Need to Know  

Thoughtful financial planning goes well beyond investment management. Aspects like risk management, wealth preservation, and estate planning each influence our bigger financial picture. With laws continually changing, there is always something new afoot that can...

Perspectives on Portfolios Amid Market Volatility 

Perspectives on Portfolios Amid Market Volatility 

When the stock markets are in the news because of a downturn, people often wonder if there is something they should be doing to mitigate the losses. There are several common questions we hear: Is my money dropping like the market? How is my portfolio positioned? How...

Washington Estate Planning: Taxes, Trusts, and the Documents Every Family Needs

Client Education · Estate Planning Washington State’s estate tax changed again this July—and most families with meaningful assets have more to gain from reviewing their plan now than they realize. Washington...