Marzano Capital Group; The Value of Financial Advice
There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has been championed by Vanguard and […]
We All Have Money Blind Spots
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality, but can easily go […]
Marzano Capital Group; The Real Answer to Your Financial Questions: It Depends
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should […]
Time In, Not Timing
Easier said than done right? We hope working with our team has made you and your family feel more confident during times of market sell-offs and headline risk (like recently!). […]
Retirees, What’s Your Withdrawal Strategy?
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial […]
Social Media’s Impact on Your Money Mindset
There are a variety of viewpoints on how social media influences our society – both good and bad. After all, some people are spending hours a day on these platforms […]
Trust Me, It Works!
In my professional opinion, one of the most impactful things you can do to take back a little time every day for yourself is to turn off or limit the […]
Wealth Concentration Risk
Simply put, Concentration Risk is having too much of your net worth tied up in one investment. The investment could be an individual stock-we see this a lot with equity […]
The Importance of Multiple Buckets
We save money for different purposes; retirement, travel, unexpected expenses, home renovations, etc. Here at Marzano Capital Group, we are big proponents of the “multiple bucket approach”. Different buckets (or […]
5 Ways to Incorporate Unexpected Cash in Your Financial Plan
5 Ways to Incorporate Unexpected Cash in Your Financial Plan By: Steven Gallo, CFP®, Financial Advisor Receiving an unexpected sum of money can be a welcome surprise, but deciding what […]
