Insights

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

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