Blog
How Technology Helps Us Assess Risk
Our risk analysis software helps us assess your risk tolerance in a new way.
Read MoreConsiderations for Social Security Claiming Strategies
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.
Read MoreIntroducing Our Powerful New Financial Portal and Mobile App – My Financial Genius
Our powerful new client financial portal and companion mobile app, My Financial Genius (MFG), help us to provide exceptional client services and communication.
Read MoreEconomic Indicators and Your Investments
Our advisors Sheryl Parks and Brad Clough make sense of the current economy and how it might impact your investments.
Read More3 Changes Coming to Social Security in 2022
Here are the changes for those who receive benefits and those still paying into Social Security.
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2021 End of Year Market Analysis
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.
Read More2021: A Year of Growth, A Message from Pete Marshall
Marshall Financial Group President Pete Marshall reflects on growing, reconnecting, and being content in 2021.
Read More4 Tips for Holiday Spending and Budgeting
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...
Read MoreAnthony Pugliese Named Partner in Marshall Financial Group
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...
Read More6 Tax-Claiming Strategies to Utilize in 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....
Read MoreTop 5 Questions Clients Ask About Retirement
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...
Read MoreThe Importance of Your Risk Tolerance
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...
Read MoreIn Memoriam - Niles Maynard Miller
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....
Read MoreHow Marshall Financial Group Spent the Summer
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...
Read MoreImportant Financial Considerations in Divorce
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...
Read MoreHow a Leadership Group Made Me a Better Business Owner
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...
Read More5 Things to Know About Dollar Cost Averaging
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...
Read MoreMid-Year Market Review
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...
Read MoreSheryl Parks Named Partner in Marshall Financial Group
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...
Read MoreHow Smart Growth Helps Our Practice and Our Clients
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...
Read MoreHow We Leverage Technology to Provide Investment Management and Client Service
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...
Read MoreHelping Businesses Plan For the Future
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...
Read More5 Considerations for Social Security Benefit Income
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...
Read MoreThree 401(k) Changes and Possible Updates
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...
Read MoreRetirement Saving 101
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...
Read MoreEmpowering Women is About More Than Financial Knowledge
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...
Read MoreWhy We Love What We Do
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...
Read More5 Important Tax Changes
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...
Read More4 Investing Lessons from 2020
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...
Read More3 Accounts That Can Help You Meet Your Financial Goals
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:...
Read More2020 in Perspective: A Message from our President, Pete Marshall
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...
Read MoreEnd of Year Market Analysis
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...
Read MoreHow Marshall Financial Group Gives Back
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...
Read MoreCelebrating 15 Years of Helping Our Clients Achieve Financial Goals
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...
Read MoreElection Year Market Perspective
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...
Read More3 Things We Learned on Our Team Retreat
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...
Read MoreWhy it Makes Sense to Consolidate Your Investments
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...
Read MoreVIDEO: Market Volatility
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...
Read More10 Ways to Invest in Yourself
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,...
Read MorePlanning Beyond a Market High
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...
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