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
We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...
Key Financial Data 2024
If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.
Social Security and the Pursuit of Financial Independence
A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...
Question for the Ages: What do light bulbs, ice cream, and lunch have in common?
Purpose and satisfaction are inextricably linked when it comes to enjoyment in life. Cultivating purpose, or finding meaning in our life’s journey, is so often connected with community. We need others, and we thrive when we have caring connections with people. Our...
Back to the Future: The World in 2030
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...
Market Recap: 2022 In Review
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,...
Key Financial Data 2024
If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.