The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...
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...
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....
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...