Understanding Your Aging Relatives

The Silent Generation, those born between 1926 and 1945, account for approximately 30 million people in the U.S. The next generation after the Silent Generation, those between the ages of 45 and 65, are becoming known as the “Sandwich Generation”, due to their roles...

Market Update – Cautious Optimism

What a stark contrast 2018 has been compared to the impervious market investors enjoyed last year. No matter the news or how high valuations seemed in 2017, markets found a way to move ahead. Frankly, at one point, it seemed stock markets forgot...

Adam Reinert Earns the Prestigious Chartered Financial Analyst Designation

Marshall Financial Group is pleased to announce that Adam Reinert, CFA, CFP®, Co-Chief Investment Officer, has successfully completed the CFA Program and has earned the Chartered Financial Analyst® designation. The CFA® charter is commonly referred to as the “gold standard” among financial professionals and...

Fraud & Lockbox Information

Cybercrime and fraud are serious threats. Most email is sent unencrypted making it easy for hackers to intercept, read, and/or steal personal information. In an effort to protect your information we strongly encourage you to use the Lockbox; the secure online client portal...

A Note About the Market

Last year markets experienced mostly sunny skies, calm seas and had plenty of wind in its sails. As we move further into 2018, many have been reminded that such tranquility doesn’t persist forever and waters, from time to time, do get choppy. When...

Bitcoin and Cryptocurrency

It’s an unseasonably warm sunny day in mid-November and the frenzy in the air is palpable. With the ring of a bell an onslaught of haggling, trading and price discovery begins, lasting until the final bell concludes the madness. These ‘traders’ walk through...

Protecting Your Credit and Identity

Updated: 9/25/18 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...

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: Powell was first nominated to the Federal Reserve Board of Governors...

Sticking to a Plan: Perspectives From a Triathlon

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…” Not just a good idea: the right idea for you...

Reaching Goals Faster with a Coach: Life Lessons from a Triathlon

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...