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

Key Financial Data 2025

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

Artificial Intelligence Coming to Life

Artificial Intelligence Coming to Life

Artificial Intelligence (AI) has been evolving for over 75 years, starting with Alan Turing’s groundbreaking work in 1950 and the coining of the term "AI" in 1956. Its major breakthrough came in 1997 when IBM's Deep Blue defeated chess champion Garry Kasparov,...

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Artificial Intelligence Coming to Life

Artificial Intelligence Coming to Life

Artificial Intelligence (AI) has been evolving for over 75 years, starting with Alan Turing’s groundbreaking work in 1950 and the coining of the term "AI" in 1956. Its major breakthrough came in 1997 when IBM's Deep Blue defeated chess champion Garry Kasparov,...

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

read more