2023 Market Recap and 2024 Preview
Thank you for another amazing year! We saw a nice rebound in the markets this year, and a lot has happened that we’re proud to share with you, starting with our remarkable growth.... Read More
2023: A Year of Growth and Pride from Pete Marshall
Thank you for another amazing year! We saw a nice rebound in the markets this year, and a lot has happened that we’re proud to share with you, starting with our remarkable growth.... Read More
Marshall Financial Group Hires New Chief Operating Officer, Heather Seda
Meet Marshall Financial Group’s new COO, Heather Seda. Heather took time for a Q&A to talk about her experience, her plans for MFG and what life looks like outside the office.... Read More
Top 15 Confusing Financial Planning Terms Defined
The financial industry loves to throw around technical jargon that can make financial planning seem much more complicated than it needs to be. Here are easy-to-understand definitions for some of the most common and confusing terms.... Read More
What Is Your Appetite for Risk in Life and Investing?
Are you attracted to risk or repelled by it? How does your attitude impact your ability to achieve your financial goals? Find out more about risk tolerance and the integral role “risk” plays in creating a financial plan.... Read More
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