Five Tax-Smart Ways To Transfer Your Wealth

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IRS Closes Valuation Loopholes

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Tune Into The Tax Break For NUA

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Retiring Abroad? Be Ready To Take The Bad With The Good

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Inoculating The Economy Amid Jitters Over A President Trump

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Welcome to Marathon Investment Management

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.

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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Financial Briefs

Market Snapshot

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Special report Video

Special report Video
  • Assessing US Stock Performance Amid More Positive Economic News

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