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The Ides of March

Welcome to the inaugural edition of At Pace - Marathon Wealth Advisors' newsletter dedicated to keeping you informed on the markets, financial planning topics, and firm news that matters most to you. Published every few weeks, this will be our space to share timely commentary, candid opinions, and perspectives we hope serve as a source of helpful insight for you and your loved ones. As a valued client, we've added you to our initial distribution list - however, please feel free to adjust your email preferences at the link below. March. It's that time of year, especially for those of us in the Midwest, where we feel some inklings of hope for warmer weather amidst gloomy winter days that seem to hang on forever. It’s a month characterized by fluctuation, and a sense, perhaps, the seasons just can't seem to make up their mind about which one is in charge.

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    © 2026 Marathon Wealth Advisors. All rights reserved. Marathon Wealth Advisors is a marketing brand name offering financial services. All investment advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment adviser. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Material contained herein has been created for informational purposes only and should not be considered tax or legal advice. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations. You should consult with your tax professional(s) to obtain specific information regarding costs, fees and other factors to consider to make informed decisions about your retirement. Savvy, Brandon Mull and Marathon Wealth Advisors do not provide legal or tax advice. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.

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