Blog

Our risk analysis software helps us assess your risk tolerance in a new way.

There are many ways you can claim benefits, and your choices will determine how much you receive. Here are some basics on social security claiming strategies.

Our powerful new client financial portal and companion mobile app, My Financial Genius (MFG), help us to provide exceptional client services and communication.

Our advisors Sheryl Parks and Brad Clough make sense of the current economy and how it might impact your investments.

Here are the changes for those who receive benefits and those still paying into Social Security.

2021 End of Year Market Analysis

Anthony Pugliese

Tuesday, December 14, 2021

In 2021, we saw a positive move forward in the economy and the markets. Here is a breakdown of what happened this year, and what we can expect moving into 2022.

2021: A Year of Growth, A Message from Pete Marshall

Pete Marshall

Tuesday, December 7, 2021

Marshall Financial Group President Pete Marshall reflects on growing, reconnecting, and being content in 2021.

With fall coming to an end, the holiday season is fast approaching us. For many, this becomes the time of the year when spending money becomes second nature and budgeting becomes very tricky. According to the National Retail Federation...

We are excited to share that our Director of Investment Management and Senior Financial Advisor, Anthony Pugliese is now a partner in the Marshall Financial Group. Anthony joined the Marshall Financial Group as a Financial Advisor in...

6 Tax-Claiming Strategies to Utilize in 2021

Sheryl Parks, MSF, CFP®, CDFA®

Tuesday, November 2, 2021

Each year tax planning ideally begins on January 1. However, there are tax-claiming strategies that remain available even in the final quarter of the year. Here are six areas to review that may provide potential tax savings in 2021....

October is financial planning awareness and retirement planning awareness month. Although many people are saving for retirement, we hear many of the same questions when clients ask about their retirement needs. According to a 2019...

The Importance of Your Risk Tolerance

Brad Clough

Monday, October 4, 2021

Our relationships with clients always begin with understanding your current financial situation and your financial goals. The information that we gather in our initial meetings form the financial plan that we develop with you. That...

With great sadness, we announce the passing of Niles Maynard Miller, a retired financial advisor and friend. Niles passed away on Monday, August 23, 2021 at Penn State Holy Spirit Medical Center due to complications from Covid-19....

If you are like our team at Marshall Financial Group, you were looking forward to the summer of 2021. We had a wonderful time connecting and reconnecting with friends, family, and co-workers, while learning new things and taking time...

Every month, our Partner, Director of Financial Planning, and Senior Financial Advisor Sheryl Parks leads the Second Saturday Divorce Workshop. As a Certified Divorce Financial Analyst®, she offers an overview of divorce and the...

How a Leadership Group Made Me a Better Business Owner

Pete Marshall

Tuesday, August 10, 2021

As a business owner, I know that for my firm to develop, I have to develop as a leader. Usually, this means taking courses or attending seminars. Like a lot of people learning new things during the pandemic, I took a chance this year...

5 Things to Know About Dollar Cost Averaging

Brad Clough

Wednesday, July 28, 2021

All of our investment strategies at Marshall Financial Group revolve around creating a plan for clients that is aligned with their financial goals and risk tolerance. One way to reduce risk, create a long-term plan for investing, and...

Mid-Year Market Review

Sheryl Parks, MSF, CFP®, CDFA®

Wednesday, July 14, 2021

Although we might be in the lazy days of summer, this is not a normal year. People are traveling, booking vacations, getting married, and doing all the things they have put on hold for the last 18 months. Similarly, the economy isn't...

We are thrilled to announce that our Director of Financial Planning and Senior Financial Advisor, Sheryl Parks MSF, CFP®, CDFA® is now a partner in the Marshall Financial Group. Sheryl joined the Marshall Financial Group in...

How Smart Growth Helps Our Practice and Our Clients

Lindy Marshall

Tuesday, May 18, 2021

Last December, our President Pete Marshall shared ways that our business had changed in 2020. Even since that time, we’ve grown. While our mission and values have remained constant throughout the years, our firm is structured...

How We Leverage Technology to Provide Investment Management and Client Service

Anthony Pugliese

Tuesday, May 11, 2021

Technology is now utilized in many areas of our personal lives and also provides many useful applications that have become integral to all businesses. At Marshall Financial Group, we are committed to the incorporation of the most...

Helping Businesses Plan For the Future

Pete Marshall

Friday, April 23, 2021

I started Marshall Financial Group primarily as a Financial Advisor, someone who clients could trust with their investments. Over the last 15 years, I’ve grown into the role of President of a full team of advisors and support...

5 Considerations for Social Security Benefit Income

Sheryl Parks, MSF, CFP®, CDFA®

Friday, April 9, 2021

For most Americans, Social Security retirement benefits are a significant retirement asset. However, there are a number of things to consider before you start claiming your Social Security income. These choices can make a material...

Three 401(k) Changes and Possible Updates

Brad Clough

Monday, March 22, 2021

Retirement plans are often thought of as “set it and forget it.” You add money to your 401(k), hopefully your employer can add a matching sum, and you wait for it to grow. However, you should regularly revisit and review...

Save money for retirement: this is something we all hear and know we should do. Even if you have been contributing to a 401(k) or other retirement account, you might not be familiar with the basics of retirement saving, especially as...

Women earn, spend, budget, and plan household finances but sometimes long term financial planning requires information and knowledge outside of a woman’s current area of expertise. According to a survey from the Pew Research...

This Valentine’s Day, we wanted to share why we love what we do. Although we haven’t been a “normal” office for almost a year, as our President Pete Marshall reflected in his year-end blog post, absence has made...

As we all prepare for tax season after an unprecedented year, the federal and state government has enacted many changes that will impact tax filings. While some originate with the economic stimulus package known as the CARES Act, some...

4 Investing Lessons from 2020

Sheryl Parks, MSF, CFP®, CDFA®

Wednesday, January 20, 2021

For those who watched the stock market in 2020, it was a year that included a very rocky ride but ended with an overall positive return. The team at Marshall Financial Group believes in working in an intentional manner using planning...

3 Accounts That Can Help You Meet Your Financial Goals

Brad Clough

Wednesday, January 6, 2021

Typically, the New Year means New Year’s resolutions. While common resolutions include losing weight or getting in shape, a survey by People magazine found that 62% of respondents have a very practical goal in mind for 2021:...

2020 in Perspective: A Message from our President, Pete Marshall

Pete Marshall

Tuesday, December 15, 2020

When I reflect back on 2020, it’s felt like five years, rather than twelve months. So much has happened and we’ve collectively had so many ups and downs. Even though this year has been unusual (to say the least), we have...

End of Year Market Analysis

Anthony Pugliese

Wednesday, December 2, 2020

2020 has been a year unlike any other, and the financial markets have reacted in accordance with global events. The COVID-19 pandemic upended much of life-as-normal in March, and the markets first saw a large decline in the beginning...

Our success as a firm is not just about happy clients or motivated and fulfilled employees. We also believe that when we grow as a company, we have an opportunity to help our community. We strive to give back in tangible and meaningful...

On a sunny day this September, the Marshall Financial Group team gathered outside to share in a COVID-friendly celebration for our 15th year of business. Since 2005, we have developed close, personal relationships with our clients to...

Election Year Market Perspective

Sheryl Parks, MSF, CFP®, CDFA®

Tuesday, October 27, 2020

With the 2020 Presidential Election one week away, reporters, analysts and pundits are doing their best to predict the outcome of the contest. The uncertainty of who will win and what lies ahead can leave some investors feeling anxious...

As a team of eight, we work closely together at Marshall Financial Group. But, like most offices, we experienced a disruption in our day-to-day work with the COVID-19 pandemic. This spring and summer, we have been physically...

Why it Makes Sense to Consolidate Your Investments

Anthony Pugliese

Thursday, June 4, 2020

Author: Anthony Pugliese, Senior Financial Advisor, Director of Trading and Portfolio Management How many different jobs have you had in your lifetime? The answer is different for everyone. According to a Bureau of Labor and Statistics...

A message from Marshall Financial Group At Marshall Financial Group we are working diligently to help our clients navigate through this extreme level of market volatility. We understand that many of you are concerned regarding your...

10 Ways to Invest in Yourself

Brad Clough

Friday, January 10, 2020

Investing in yourself is one of the smartest decisions you can make because your lifetime earning potential is one of your greatest assets. You will often hear Financial Advisers say to save, save, save and to invest, invest, invest,...

What’s Next? The Equity Market has been strong, year to date. As you enjoy the summer months with vacations and time spent with friends and family, we continue to monitor and implement strategic portfolio decisions for optimal...