Marvel Wealth Management

Marvel Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Marvel Wealth Management, Financial planner, 100 Rialto Place, Suite 926, Melbourne, FL.

What is asset allocation?This strategy focuses on spreading your money into different assets to defend against the marke...
10/07/2021

What is asset allocation?

This strategy focuses on spreading your money into different assets to defend against the market. Typically, asset allocation uses a mathematical analysis of past performance to project future risk and return.

The most common asset classes are cash, bonds, and stocks. Each class has varying risk levels that you should assess before designating your money.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your...
10/07/2021

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure they're carried out – even if you cannot communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Our presentation shows how federal estate taxes work and offers different tactics. Click to learn more: https://loom.ly/sYAhN1Y

Several policy-related risks loom in September and October that may lead to an increase in market volatility. For exampl...
10/07/2021

Several policy-related risks loom in September and October that may lead to an increase in market volatility. For example, the debt ceiling needs to be raised (likely by mid-October), the government needs to be funded to avoid a shutdown by the end of September, and the Democrats are trying to pass two major spending bills. In addition, they will need to provide greater clarity on tax increases over the next several weeks. We believe the most significant risks come from the debt ceiling and taxes but expect neither to have much near-term impact on the general trajectory of the bull market.

Click the link to read our full market commentary.
https://loom.ly/9Stc8CI

At Marvel Wealth Management, we believe you should have the ability to choose the direction you want to reach financial ...
09/22/2021

At Marvel Wealth Management, we believe you should have the ability to choose the direction you want to reach financial freedom. Our services range from 401k and retirement plans to brokerage accounts; choose what you feel comfortable with, and we'll help you reach your goals.

Who else has their heart sink to their stomach when you lose your wallet? Losing your wallet is nerve-wracking, but here...
09/20/2021

Who else has their heart sink to their stomach when you lose your wallet? Losing your wallet is nerve-wracking, but here are 6 steps you can take to stay protected.

Click the link to watch the video:https://loom.ly/CgEE8uQ

Managing your taxes throughout the year will drastically keep you prepared and less stressed during tax season. Our webs...
09/17/2021

Managing your taxes throughout the year will drastically keep you prepared and less stressed during tax season. Our website is your one-stop-shop for all your tax resources. We have tax calendars, forms, publications, and rates to help you prepare for next year.

Click the link to get started. https://loom.ly/EkHBHJM

What are you building toward? Is it to finish paying off a home, contributing to retirement, investing in a 401k, or s...
09/10/2021

What are you building toward? Is it to finish paying off a home, contributing to retirement, investing in a 401k, or something else?

No matter your financial goal, our team of advisors is here to guide you toward financial success & freedom. The first step to achieve your goals is scheduling an appointment. We'd love to speak with you and talk about the opportunities ahead!
https://loom.ly/dRKLoJA

At some point in our lives, the people around us will tell us that we need a financial advisor. But why would you need o...
09/09/2021

At some point in our lives, the people around us will tell us that we need a financial advisor. But why would you need one when you handle your finances, and what do they actually do that is different?

We're glad you're asking these questions, and we want to answer them! Different advisors specialize in different areas. For example, our advisors specialize in aerospace and defense professionals prepare for retirement.

We know you can log your own numbers, but we're here to help you reach smart decisions and act on them. Our blog helps line out what financial advisors do without the fancy jargon.

Click the link to read more! https://loom.ly/C4j6hb8

Let's talk about annuity.Annuity, simply put, is a contract that guarantees current or future payments in exchange for a...
09/07/2021

Let's talk about annuity.

Annuity, simply put, is a contract that guarantees current or future payments in exchange for a premium or series of premiums. The interest you may earn on an annuity contract isn't taxable until your funds are paid or withdrawn.

The benefits are held in their ability to help people manage their retirement income with 3 outcomes: periodic payments, death benefits, and tax-deferred growth.

Before choosing to purchase an annuity, let's chat! Our team can help you decide and understand what path option is best for you to hit your financial goals.

Many families plan to use their retirement savings to fund their childrens' or grandchildrens' education. 🎓 In fact, 39%...
09/04/2021

Many families plan to use their retirement savings to fund their childrens' or grandchildrens' education. 🎓 In fact, 39% of families say they will, but is that the right choice?

Here are 3 things you need to consider before saying yes.
1. Retirement is necessary, and a parent-funded education is a luxury.
2. Look for other ways to help supplement the cost
3. Look for other options before diving into a 4-year school, like community or state-funded college.

We can help you find the right path to continue growing your retirement and help fund education.

When investing and building wealth, we understand that it is unrealistic to believe stocks will go up forever. On the op...
09/03/2021

When investing and building wealth, we understand that it is unrealistic to believe stocks will go up forever. On the opposite end, we know that stocks can pull back; it's the nature of the game.

Even though 2021 has been a great year for us, bears think the market will flip, but we're NOT worried at all. Check out our latest commentary to read about the 5 arguments the bears are making.
https://loom.ly/9Stc8CI

Achieving financial freedom gives you more flexibility to adventure through life. What would you do, or where would you ...
08/27/2021

Achieving financial freedom gives you more flexibility to adventure through life. What would you do, or where would you go if you knew your finances were growing and secure?

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100 Rialto Place, Suite 926
Melbourne, FL
32901

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