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

Back to the Future: The World in 2030

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

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,...

Back to the Future: The World in 2030

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

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,...

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,...

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,...

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