Walking alongside people in the pursuit of their financial goals, MarsJewett remains future-focused, ascribing to an ever-renewing hope in human ingenuity and progress. This drives our and most investors’ perspective that financial markets, despite periodic downturns,...
A Season of Thanks: Highlights from MarsJewett’s Client Appreciation Event
In early October, MarsJewett was delighted to welcome so many clients and friends to our Client Appreciation Event. Historically, the firm has facilitated such events to express gratitude and provide an entertaining experience for clients. Past events have been held...
Summer Market Outlook
After three fantastic years of stock market growth, the financial markets diverged mightily in the first half of 2022. Headlines reported it was the worst start to a year since 1962 as both the stock and bond markets declined from their highs. Normally, stocks and...
Where to Stash Extra Cash – Can Savings Bonds Help?
When it comes to financial circumstances, we are susceptible to reacting differently than we anticipate. That is because our money is inextricably connected with our emotions. Do I fear further losses? Or am I excited to invest more? Both reactions, though opposite,...
Insights Regarding Inflation
An economic reality on the minds of many these days is inflation. Due to a worldwide pandemic, our economy was largely shut down. Subsequently, money was distributed to the American people to avoid recession. Now the challenge is that as demand...
MFS Webinar Notes
On September 30th we had the chance to host a Zoom webinar with Jason Piper, Director at MFS Investment Management. We hosted a Q&A whereby listeners sent questions via Zoom’s “chat” function, and Brian Mars & Scott Jewett forwarded these questions to Jason....
Capital Group Mid-Year Outlook
The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...
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...
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...
Politics & Investing
The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration. Perceptions, including beliefs about which political party will be better for investors,...