Why 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 More
5 Important Tax Changes 5 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 More
4 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 More
3 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 More
2020 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 More
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
Celebrating 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 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