Marquez Private Wealth Management

07/27/2023

Are you selling your business? You should consider a few things to make sure all goes smoothly in your transition:

1. Confidentiality: Maintain discretion to protect your business's reputation.

2. Professional assistance: work with your financial advisor to hire and interview potential investment bankers and brokers.

3. Legal and tax considerations: Seek expert advice to comply with regulations and maximize tax benefits.

07/19/2023

Finding comfort in having a well-structured financial plan can help bring an incredible sense of security. Embracing the path of financial clarity has never felt more empowering.

07/18/2023

07/14/2023

Embracing the power of financial freedom isn't just about achieving your financial goals. It also means breaking free from the shackles of financial stress and opening the doors to endless possibilities.

Let's prioritize your financial well-being and unlock the true meaning of financial freedom.

07/11/2023

Loss aversion bias is the tendency to prioritize avoiding losses over earning gains. It typically shows up in financial decisions because we have a deep-seated desire to avoid pain.

While loss aversion differs across the generations, Millennials and the Silent Generation feel it the most. This may be due to similar experiences, with both having their formative years during the Great Depression and the Great Recession.

07/11/2023

Selling your business requires careful planning and ex*****on, but with the right approach, you can make a successful exit.

07/10/2023

Congratulations to Michelle on being named to the 2023 edition of AdvisorHub's 50 Women Advisors to Watch list!

https://www.advisorhub.com/50-women-advisors-to-watch-2023/

Disclaimer: The 2023 AdvisorHub 50 Women Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 50 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

07/07/2023

As we progress in life, our risk profile evolves, and our portfolio should too.

06/30/2023

Financial success isn't just about dollars and cents. Financial values reflect your beliefs and motivate your actions. Review these steps with your family to help sustain your financial longevity.