Covid Operational Update January 2021
MarsJewett continues to prioritize the safety and health of our employees, clients, and partners as we respond to the COVID -19 virus. Considering the continued statewide restrictions mandated by Governor Inslee, the following operational updates remain in place: Much...
Key Financial Data 2021
Check out the 2021 Key Financial Data reference card above. It offers fingertip access to all the new numbers affecting taxes, health savings, Medicare, retirement, college planning, and more. It is an easy, convenient resource that you can post to your bulletin board...
The Planning Process
While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide: Financial Planning. There are many things we cannot...
Covid Operational Update November 2020
MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...
October 2020 T. Rowe Price Webinar Notes
On October 15th we had the chance to host a Zoom webinar with Chris Dillon, CFA, MBA, Investment Specialist for T. Rowe Price (TRP). Chris works in the Multi-Asset Division of TRP and communicates their investment philosophy with clients. We hosted a Q&A whereby...