Insights

End 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 More

How 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 More

Election 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 More

3 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 More

Why 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 More

VIDEO: 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 More

10 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 More

Planning 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... Read More