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 […]
Do You Need a Family Financial Summit?
A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s […]
The Never-Ending Pursuit of Money
What would it be like to be ultra wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? What about chartering […]
3 Lesser-Known Milestones As You Enter Retirement
As you may already be aware, the earliest someone can begin drawing Social Security benefits is at age 62. As you enter the red zone for retirement or perhaps are […]
Protect Your Children From Their Inheritance
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility. As we tread towards the […]
Marzano Capital Group: Operation Dream Coach
It is a new year, and our team has already had the opportunity to review with the many investors we serve at Marzano Capital Group. The depth of these client […]
Marzano Capital Investments: Year-End Checklist
As this final quarter of 2023 begins, it is time to ensure that you have taken care of a couple of things. I’m going to share with you a checklist […]
