Yield Curve Inversion: Clarity Through the Sound Bites

Financial news is buzzing this morning as a result of the 10-year Treasury yield briefly trading below that of the 2-year treasury, a phenomenon, known as ‘inversion’. A sustained inversion is often considered an early warning signal around the strength of the economy...

August 2019 Market Update

The U.S. - China trade dispute has developed into something akin to a bad cold- lingering and remediless.The folks at Statista, a statistics database, put together a great chart illustrating the key dates of tariffs imposed since 2018. We looked at how markets...

Managing Dementia with Sleep

No one wants to experience a loved one struggling with dementia or Alzheimer’s, and unfortunately, it’s an all too common reality. It’s estimated that 14.7% of those over 70 years old are affected by dementia (Hurd). By 2030 that figure is projected to...

Financial Well Being Check-Up | Credit Score

What is your credit score? Your credit score (FICO) is an assessment of your ability to repay debt. Banks and other lenders use it to help decide if you will be approved for a credit card or loan. A lower score can make...

Financial Well Being Check-Up | Net Worth

What is your Net Worth? Your personal net worth is the combination of what you own (your assets) and what you owe (your liabilities). Knowing your net worth helps you understand your current financial situation or financial health. Setting up a net-worth statement...

Financial Well-Being Check-Up

What is Financial Well-Being? Well-being has been defined as feeling happy, healthy, having meaningful relationships and a sense of purpose. Financial well-being has been defined, through research conducted by the Consumer Financial Protection Bureau, as a state of being where four central elements...

Aging in My Home Isn’t Working. Now what?

The plan was to age in your home.  Then, some life event happened and that doesn’t seem like the best choice.  Now what?  Here are three areas to consider: What are my living arrangement choices? The choices range from continuing to live in...

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...