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How Geopolitical Events Like the Iran Strikes Affect Long-Term Investors
How Geopolitical Events Like the Iran Strikes Affect Long-Term InvestorsRecent news has reported that the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear...
Read MoreMarquette Market Update : Reciprocal Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties....
Read MoreStrategic Gifting: A Year-Round Approach to Legacy and Impact
Hello from the desk of Marquette Wealth Management's Wealth Advisor, Jordan Elling! As we reflect and plan to help our clients reach their goals for the calendar year, fulfilling their gifting goals is top of the list. While year-end...
Read MoreMarquette Financial Planning Note - Roth IRAs for Children and Young Adults
Happy Labor Day from the desk of Marquette Wealth Management's Director of Client Service, Valerie Thomas! I hope this note finds you well and enjoying and savoring the final days of summer! Many of our clients' children and...
Read MoreTime Flies! Milestone Ages to Pay Attention To
Preparing for the future involves more than simply understanding the destination, it also requires acknowledging the improtant milestones along the way. These important ages can help you prepare and optimize your financial life for...
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Marquette Financial Planning Insights - Secure Act 2.0
RMDs Under Secure Act 2.0 On December 29, 2022, President Biden signed the SECURE 2.0 Act of 2022 ("SECURE 2.0") as part of the Consolidated Appropriations Act of 2023. The law includes a provision that increases that starting age for...
Read MoreThe Financial Checklist for Young Adults: Things I Wish I Knew AND Understood in my 20s!
As a young adult, you know it’s important to make smart financial choices and habits. Yet how can you make smart financial habits if you don’t know what you don’t know? READ MORE
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