Jul07
In volatile times, remember your time horizon; follow facts not feelings; and, if needed, reposition gradually Within a matter of weeks,
Jul02
On this 244 Birthday of America, we should reflect on our core values. Being grateful is one of those values.
Jun02
Coming to Terms with Stock Market Volatility There’s no getting around it. The stock market is volatile. Every day the stock
May15
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”)
May11
It is hard to image that in just 29 trading days between February 12 and March 23 the Dow Jones
May07
Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits – and one
Apr09
If you’ve been watching the market lately, perhaps the first question on your mind is, “Should I make a big change in
Apr01
This helpful article from FORBES.com is a good starting point for questions regarding the changes in the CARES Act
Mar03
Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source:
Feb28
Monday, fear over the Coronavirus finally gripped investors, as both the Dow Jones Industrial Average and the S&P 500 index
Feb06
We thought it might be nice while we’re in the midst of a Central New York winter to write about taking
Significant Changes for Employer-Sponsored Plans and IRAs On December 20, 2019, the President signed into law the Further Consolidated Appropriations Act,
Jan03
In my opinion, there is nothing more difficult to accomplish during a time of intense stress than trying to put finances in
Dec09
Harvey Koenig and Jon Selzer partnered at Koenig & Selzer Asset Management Group for over 25 years. In 2015, Koenig & Selzer Asset
Nov11
Almost 50 people joined the Marathon Financial Advisors Team for the State of the Economy Seminar on Tuesday, November 5th
We at Marathon Financial Advisors think that community involvement and education is of the utmost of importance. It’s for this
Oct15
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make
Oct01
Many of the things we educate clients about at Marathon Financial Services move a little beyond strict “financial” subjects. Medicare
Sep15
It’s National College Savings Month — and there’s no better time to make sure your savings strategy is on track Parents
Sep04
Why am I am thinking about Swiss cheese, donut holes and Medicare? Did you ever notice that at certain ages you
Aug08
You’re probably familiar with the term “fiduciary.” Or perhaps you’ve heard of it and have never known what it means.
