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Author: Sean Dann, CFA

What is Compound Interest?

In college, I took a behavioral finance class that examined the logical fallacies humans are naturally susceptible to. Our professor challenged us with logic tests

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February 27, 2024 No Comments

2022: Year in Review

A Bad Year There is no way around it: 2022 was a bad year for investors.  Almost precisely as we entered the new year, the

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February 8, 2023 No Comments

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Our Firm

Our Team

What to Expect

Schedule an Initial Consultation

Contact Us

Total Wealth Management

401(k) Business Retirement Plans

Setting the Foundation

Growing Your Wealth

Financial Independence

Retirement Planning

Off Street Podcast

Market Commentary

Current Client Resources
401(k) Plan Participant Resources
Blog
Media
Careers at Marshall Financial
Contact Us