New Year’s Resolutions

Making a New Year’s resolution can come with a little hesitation. By that same token, we know that the start of the year is always a good time to assess what’s going right in your personal and financial life and what you want or need to improve on. The beginning of the year is like a new starting line that we can take off from on fresh footing, if we so chose. At Marzano Capital Group, we made our New Year’s resolution mid-way through 2022 and I’d like to share with you what it is and how our resolution may help your family in the upcoming year.

It is important to give you some background. Our firm has been blessed to work with thousands of individuals and businesses over the years. Many of those families and businesses have been a part of our MCG family for generations and we feel privileged to be advocates for our clients over such meaningful periods of time. Those long-term relationships and the ability to work with multiple generations of the same family gives us insightful information about the younger generation and their potential as it relates to relationships with money. One very important fact about family financial literacy is that it can vary greatly from one member to the next. For example, grandparents to parents, or grandparents to grandchildren can expose great differences in the view of money and what is supposed to do for us as a function of our lives. As an extension of that thought, it is widely understood that the Baby Boomer Generation had the save first and spend later mentality, whereas the younger generations appear to want to enjoy the benefits of their earnings now, by traveling and spending more now without the worry as much for the future. Different thoughts on how savings should be managed and how current income should be spent can usually find a middle ground as long as there is a conversation. Our New Year’s resolution is to empower you to start that conversation with educational material that we provide.

To try and level the playing field for anyone who wants a solid basic financial education, our New Year’s resolution was to create a curriculum for basic financial education that anyone can have access to. Clients or not, Marzano Capital Group wants to be a resource for all, young or old. Newer investor or seasoned retiree. Access to quality educational material that helps explain some of the most basic financial topics is what we will be hosting on our site and presenting at workshops in Davie County at Rise Athletics. We have seen in the past that having a conversation starter makes the discussions easier and more beneficial for all and we want to provide a library of conversation starters for you to use. Our goal is to better our communities with financial education, be a resource to our youth and ensure everyone has access to information that can better their lives.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

Post Views: 468

Jon Marzano, AIF®, Founding Partner, Managing Principal

As Managing Partner of Marzano Capital Group, Jonathan (Jon) is responsible for overseeing the strategic direction of the firm. A 20 plus year veteran of the industry, Jon’s work with Marzano Capital Group is based around his core belief in a straightforward and simplistic approach to the wealth management process. The desire for continued education and personal growth coupled with a strong work ethic drives me to constantly review and refresh our process in the office. We must continue to learn, as the industry evolves, in order to best serve our clients and their families. Our goal is to create the most predictable financial outcomes we can for our clients and that comes using the best technology, building deep relationships by way of meaningful communication, which is where we take the lead. These beliefs provide the foundation upon which Marzano Capital Group has been built. Jon began his career in financial services after graduating college in Charlotte, NC. First as a financial analyst for a Private Equity firm, then as a Financial Advisor for a national firm. After seeing the industry from the corporate side, Jon and his father sought out a new challenge and formed Marzano Capital Group in 2005 to offer clients independent advice, free from big corporate America. The firm has grown from a two-advisor firm to one that has multiple partners and a talented pool of upcoming associates. Outside of work, Jon is dedicated to growing and improving the communities that his clients live and work in. Jon has been involved with numerous nonprofit organizations and has served on too many boards to list them all by name. Jon has two adult children, Kaeley and Carter. Kaeley is a recent college graduate and is in sales with a technology company based out of Raleigh, NC. Carter will make this world a better place in the trade industry and welding has become his passion. As a father, I could not be prouder of the accomplishments of my kids. I have learned that if you love what you do, you will never work a day in your life. My hopes are that my children feel the same passion for their work as I do.

View More Articles