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Marco Investment Management

Marco Investment Management seeks to offer the high-net-worth and institutional client peace-of-mind investing through discretionary portfolio management of individual securities. We strive to clearly understand the individual investment objectives of each of our clients so as to properly determine the right investment strategy with a goal of consistently maximizing after-tax returns. We specialize in the financial needs of entrepreneurs with newly created wealth, as well as other high-net-worth and institutional clients. Our firm aims to foster creative thought and build strong, long-term relationships with our clients. We pride ourselves on our commitment to delivering the utmost in customer service to our clients throughout the United States.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Estimate the future value of your current savings.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator is designed to help you attach a dollar figure to your life’s work.

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