WELCOME

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Veteran's Day

November 17, 2021

Last week we observed a national holiday to recognize that America and its citizens' prosperity is directly rooted in the freedoms we enjoy. These freedoms are ensured by military veterans going back to the war to end all wars - World War I. We honor their service to our nation. The major hostilities of World War I were formerly ended at the 11th hour on the 11th day of the 11th month of 1918, when the Armistice with Germany went into effect.[1] Unlike Memorial Day observed in May, Veterans Day celebrates the service of all U.S. military veterans, not only those who died while in service.[2] In the tradition of this day, two minutes of silence is recommended to be observed at 2:11 pm EST.

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The Markets and Money

November 3, 2021

The equity markets never cease to surprise! U.S. stocks closed out October not only vastly better than the pundits expected, but realized their strongest month since last November - even with weakness by two of the major tech stocks - Apple and Amazon.com. Both of those companies warned shareholders of ongoing supply-chain disruptions that were hindering manufacturing and sales. As of market close October 29th, the DJIA hit another intraday record at 35,852. For the month, the DJIA climbed 5.8%, while the S&P 500 rose 6.9% and the NASDAQ rocketed up 7.3%.[1]

Historically, with November, we enter the best three-month stretch of market appreciation.[2] Who knows, maybe October was just the warm-up which was plentiful with its share of new highs.

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An Inflation Follow-Up

October 12, 2021

Year-to-date, the S&P 500 is up 13.5%; the NASDAQ Composite 13.1%; the small-cap Russell 2000 13.0%; the Mid-Cap 400 16.6%; and the DJ Global ex U.S. up 4.4%.[1] As we wrote is the September monthly letter, the S&P 500's trailing 20 rate of return ending September 10 was 7.5% per year and 9.6% with dividend reinvested.[2]

3Q 2021 :: Typical September

Quarterly Update

After a very good stretch of gains, the U.S. stock market "allowed" investor anxieties get the better of it. For the month the S&P 500 eased 4.8%, its largest monthly decline since March 2020. The DJIA fell 4.3% while the NASDAQ Composite gave up 5.3%.[1] With the last day of the month and the third quarter, the S&P 500 ended 5.1% below its September 2 record close at 4,536.[2] Concerns remain, including inflation, supply-chain bottlenecks, the highly contagious Delta variant, economic outlook uncertainties, and a possible stalemate on the multi-trillion spending package in Washington, D.C..

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WELCOME

Welcome to our homepage! In order to be successful and accomplish your dreams, one must be consciously pro-active in their journey. We strive to build relationships that strengthen, encourage and amplify your financial efforts that ultimately affect every aspect of your life. Whether you're a client or just visiting, we hope this site provides you with educational resources, a portal to being involved with your finances, a background of Marathon's services, a portrait of who we are and what makes us different. 

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OUR SERVICES

Achieving financial success doesn't have to be complicated. It's a matter of deciding what you want to attain and creating a plan to get you there. That's where we can help. At Marathon Investment Management, we'll work with you to define your goals and develop a blueprint for managing your money and building your wealth. 

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NEWSLETTER

Our e-newsletter covers timely financial news and planning strategies you can put to use. You will be able to unsubscribe at any time, and this service is free! Please let us know if you enjoy receiving the email updates and if there are any topics you'd like us to cover.

 

 


 

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TEAM

We use a collaborative, holistic, constructive process inspired in the name of a common purpose: helping clients fulfill their financial goals.