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

Cybersecurity Tips

Cybersecurity Tips

Your security is of utmost importance to us. Here are a few basic tips to keep in mind: Keep your phones, computers, tablets, and other devices up to date: Software updates provide new features, bug fixes, and security updates. The older a device’s software is, the...

Summer Market Outlook

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...

Thriving into the Future: Standing with you…and your friends!

Thriving into the Future: Standing with you…and your friends!

Humanity is commencing on yet another unprecedented experience, at least financially speaking. With trillions in assets transferring from one generation to another over the next thirty years, the greatest generational transfer of wealth in history has begun. Like most...

Cybersecurity Tips

Cybersecurity Tips

Your security is of utmost importance to us. Here are a few basic tips to keep in mind: Keep your phones, computers, tablets, and other devices up to date: Software updates provide new features, bug fixes, and security updates. The older a device’s software is, the...

Summer Market Outlook

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...

Thriving into the Future: Standing with you…and your friends!

Thriving into the Future: Standing with you…and your friends!

Humanity is commencing on yet another unprecedented experience, at least financially speaking. With trillions in assets transferring from one generation to another over the next thirty years, the greatest generational transfer of wealth in history has begun. Like most...

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...