3 Ways We Work to Deliver An Excellent Client Experience
Our goal is always to give our clients an excellent customer service experience. Here’s how we do it. Read More
2022 End of Year Market Review
Here are some reflections on 2022 and thoughts for 2023 from Anthony Pugliese, our Director of Investment Management and Senior Financial Advisor. Read More
2022: Overcoming Challenges, Being Thankful, A Message from Pete Marshall
As we come to the end of another year, I feel that this year, more than ever, is giving us the opportunity to be grateful for what we have. Read More
The Nonprofit Organizations Our Team is Passionate About
This Giving Tuesday, we wanted to highlight the nonprofit and community organizations that Marshall Financial Group is passionate about. Read More
How to Manage Cash Flow During Retirement
Here are six things to consider when managing cash flow during retirement. Read More
How Tax-Loss Harvesting Can Reduce Your Tax Bill
Tax-loss harvesting can allow you to lower your tax liability and may have other benefits for your portfolio. Read More
Financial Planning in a Volatile Market
A well-designed financial plan incorporates the critical assumption of market volatility- and for good reason. Here are three key points to keep in mind for financial planning in a volatile market.... Read More
Third Quarter Market Update
2022 is proving to be a historically challenging year for equity markets with the S&P 500 Index declining 23.87% and the NASDAQ Index retreating by 32% year to date as of September 30. Read More
529 Plan Alternatives That Boost College Savings
Although 529 plans can be a way to pay for college, there are other options, too. Read More