9 Things Everyone Should Know about 529 Plans
What you don’t know about 529 plans might be costing you. Read this to learn about how 529 plans could help you increase savings and potentially reduce your taxes. Read More
Reflecting on Growth at the Schwab Advantage Conference
Our Managing Partner Pete Marshall reflects on attending the Schwab Advantage Conference and the growth of the Marshall Financial Group. Read More
What to Think About for Tax Planning in 2023
As part of our services, we include tax planning that can help in making decisions that impact the management of investments and other aspects of your financial plan. Read More
Four Things Our Financial Advisors Learned at the Orion Conference
At the Orion Ascent Conference, three of our financial advisors dove deep into what it means to be a financial advisor in a world of changing technology and expanding dreams. Read More
2023 First Quarter Market Message
Have you heard the saying, "if you don’t like the weather wait a day and it will change"? The same could be said of the markets. The first quarter of 2023 included three unique months, in January the S&P 500 had a stellar start.... Read More
How Asset Allocation Works for Your Investments
At Marshall Financial Group, we work with you to develop a strategy for asset allocation, diversification, and reinvestment. Read More