Protecting Your Credit and Identity

Protecting Your Credit and Identity

In light of the recent Equifax data breach, you may be wondering what steps you can take to protect your credit. With the mass influx of blog posts and multiple companies offering paid-for services to “lock” your credit, we understand it can be overwhelming to know where to start. Luckily, depending on where you live, it can be easy and inexpensive to begin adding layers of security surrounding your credit and identity.

Nomination for the New Federal Reserve Chairman

Nomination for the New Federal Reserve Chairman

Jerome Powell was officially nominated as Chairman of the Federal Reserve, bringing clarity to at least one uncertainty that has hung over financial markets. Below are some key points about the nominee:

Sad farewell to Marshall President and COO Jeanne Robinson

November 7, 2016

Sad farewell to Marshall President and COO Jeanne Robinson

It is with heavy hearts that we share some very sad news.  Jeanne Robinson, President and Chief Operating Officer of Marshall Financial Group, passed away October 24, 2016 after a courageous two-year battle against cancer.

Presidential Elections and Stock Returns

October 31, 2016 Election, S & P, Stock Market

Presidential Elections and Stock Returns

By: Adam Reinert CFP

Mid-October in the Northeast is often accompanied by colorful panoramic displays of fall foliage, crisp morning air that gives way to warm afternoons and the occasional smell of an evening fire stoking in a hearth. However, every four years the senses are often overloaded by a different mid-October tradition, the sudden visual and audible inundation of political rhetoric and commentary leading up to the Presidential election.

Socially conscious investing: Test your ESG IQ

October 12, 2016 ESG, fund, Morningstar

Socially conscious investing: Test your ESG IQ

By: Russ Weiss CFP

Want to invest thoughtfully, but worried that a “socially conscious” portfolio might not offer the best returns? Here’s the great news: Nearly 2/3 of large cap blend funds that are considered socially conscious by investment professionals have 5-year returns that beat the Morningstar average for the category.

 

I’m sending my only daughter off to college

October 5, 2016 College, financial aid

I’m sending my only daughter off to college

By: Bill Love CFP

It’s one thing to advise clients about saving for college—as I have done for many years—and entirely another to send my own daughter off this fall for her first year away.

 

Recovering from divorce after 50

November 9, 2016 divorce, Marriage, prenup

Recovering from divorce after 50

By: David Emery CFP, CDFA™

It used to be that if you made it to 50 married, you could pretty much expect to spend the rest of your life with your spouse. Not so anymore; over-50s are the fastest-growing divorce demographic, with nearly 25 percent of “grey marriages” ending in divorce.

 

Finding hidden assets in divorce

October 26, 2016 assets, divorce, prenup

Finding hidden assets in divorce

By: David Emery CFP, CDFA™

Sad but true: when couple divorce, one or both may try to hide assets in order to come out ahead when everything is divided and the final documents signed.

 

Reaching goals faster with a coach: Life lessons from triathlon

January 10, 2017 coach, Financial Planning, goals

Reaching goals faster with a coach: Life lessons from triathlon

By: Paula Nangle CFP

As a Certified Financial Planner™, I’ve always seen the value of having a coach to help achieve financial success over the long haul. It’s sometimes frustrating to watch smart friends who would benefit from financial planning tread water year after year, thinking that they can do it “just as well” alone.

 

Sticking to a plan: perspectives from Triathlon

February 14, 2017 Financial Planning, goals

Sticking to a plan: perspectives from Triathlon

By: Paula Nangle CFP

As financial planners, we often hear things like, “My friend read about this new investing approach…” or “My dad thinks I should invest in real estate with the money I inherited this year…”