In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.
Most people have been able to pass on assets like a family home without federal tax, but that could be changing.
Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.
Justin McCarthy discusses the unique financial planning components for athletes, but also the importance of being a trusted advisor and building solid relationships with clients.
Financial institutions are increasingly accommodating Bitcoin: PayPal now lets customers buy, sell, and hold Bitcoin, and Fidelity Investments is accepting it as loan collateral for certain customers. Influential advisory firms are edging toward advising on it, and one, Mariner Wealth Advisors, has jumped in.
Jana Shoulders joins Yahoo! Finance to discuss market action and outlook.
Brian Leitner, head of wealth management and chief practice management officer, shares why planning for the non-financial aspect of retirement is equally as important as planning for the financial aspect.
Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season.
Is TINA (There Is No Alternative) back? Our own Justin Richter shares more in Ingram’s Magazine.
Jana Shoulders, managing director, joins Yahoo! Finance On the Move to discuss her take on how the 2020 presidential election may impact the markets.
Leona Edwards, wealth advisor, shares tips for those who have borrowed 401(k) money, with things to consider when thinking through your payoff strategy.
Whether it’s for major medical surgery or even a large home expense, seeking out a second opinion can often times provide benefits to ensure you’re doing what’s right for you and your family. The same is true of your financial life, which is why Mariner Wealth Advisors offers second opinion services. Receiving a second opinion can be helpful for addressing planning areas you may have missed or that your current advisor may not have addressed. Download this document for reassurance that you’re doing the right things to achieve your financial goals.