Marsico Wealth Management LLC

11/01/2026

The Federal Reserve's Survey of Consumer Finances reveals some eye-opening statistics about the "Great Wealth Transfer." The average inheritance for American households is $46,200. However, for the top 1 percent of households that number jumps to $719,000. It's essential to have a strategy in place to manage your inheritance.

Source: Finance.Yahoo.com, June 24, 2026

10/31/2026

🎃👻 “Spooktacular” Vibes Only! 👻🎃

It's that time of year again when the ghosts come out to play and the pumpkins light up the night! Whether dressing up as your favorite character, carving the creepiest jack-o'-lantern, or indulging in some sweet treats, have a “fang-tastic” time this Halloween! 🕸️🕷️

Share your spookiest moments with us and tag your fellow ghouls! Let's make this Halloween a hauntingly good time! 🧛‍♂️🧙‍♀️



Stay safe and keep the scares friendly! BOO! 🎃💀✨

10/30/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

10/30/2026

Welcome to the Marsico Wealth operations nightmare… 👻

10/29/2026

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? One study found that 72 percent of adults are not confident in their ability to manage a financial windfall. It's crucial to prepare and consider seeking guidance to make the most of your inheritance.

Source: CitizensBank.com, 2026

10/26/2026

The "Great Wealth Transfer" is underway! One-third of Americans under the age of 65 expect to receive an inheritance. While this may provide a financial lift for some, it's important to consider the challenges we face in today's economic environment. From inflation to growing credit card debt and unexpected expenses, our financial progress can be impacted.

What are your thoughts?


Source: NewsNationNow.com, September 5, 2026

10/22/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

10/19/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

10/16/2026

AI & You in 2027

10/14/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?