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Joshua Markowski

Personal Finance, Retirement, Investing
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“Joshua Markowski, a financial advisor for Markowski Investments, was one of the youngest people ever in the country to be registered as an Investment Advisor, Securities Principal, and Options Principal.”
Firm:

Markowski Investments

Job Title:

Financial Advisor

Biography:

Joshua Markowski is an investment advisor for Markowski Investments, an independent Registered Investment Advisory based in Tampa, FL. Joshua is one of the youngest registered Investment Advisors in history and is also dually registered as a Securities Principal and an Options Principal. He is currently obtaining his Chartered Financial Consultant designation through the American College of Finance.

Markowski Investments believes that if they serve their clients well, their own achievements will follow. Joshua and his team's continued success depends on their ability to maintain the highest level of ethical standards. Joshua and the team at Markowski Investments provide their clients with the highest level of service and technical expertise in the management and preservation of wealth. They are always anticipating the changing needs of their clients and developing new and innovative ways to meet those needs.

Unlike other firms, Joshua's business is strictly client-based; they cease to exist without them. They go to great lengths to maintain their performance and relationships. The pursuit of excellence in and out of the workplace is an obligation for all at Markowski Investments. They place their clients’ interests first, act with integrity and honesty, and strive for excellence in every facet of their practice.

Education:

The American College of Financial Services

Assets Under Management:

$100 million

Fee Structure:

Fixed

CRD Number:

6549370

All Articles
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December 2017
    Annuities, Investing, Retirement, Retirement Savings
August 2017
    IRAs, Retirement Savings
September 2017
    Retirement Plans, Retirement Savings

All Answers
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    401(k), IRAs
Should I stop contributing to my 401(k) and build up my cash?
33% of people found this answer helpful

Not knowing your income or living expenses in this scenario can make for a more complex situation but I think it would be wise to hold off on contributions to the 401k for now and build up your cash cushion over the next few months. I’m not sure if your wife brings in any income but either way it’s generally best to be on the safer side and sit on more cash than you may need during this time than to have a less than sufficient cushion and have to dip into your retirement savings.

Remember once you're working for a new employer you can contribute to their 401k or similar program and invest your larger than needed cash cushion into other vehicles such as a deferred annuity, additional life insurance, brokerage account, etc.

November 2017
    Investing, IRAs, Stocks, Starting Out
As a 19 year old, what's the best way to start investing money from my Roth IRA?
14% of people found this answer helpful
September 2017
    401(k), IRAs, Taxes
Can I roll over a Roth 401k to a Roth IRA and then withdraw penalty free?
0% of people found this answer helpful
August 2017
    401(k), IRAs, Stocks
Should I move my 401(k) funds to an IRA to gain a rollover bonus, and do it again after 6 months?
0% of people found this answer helpful
January 2018