While we’re all familiar with the ways the COVID-19 shutdown has been a necessary inconvenience, we wanted to take some time to focus on all the positive things that have come out of being quarantined since mid-March.

  • As a staff, we found new, exciting, and more efficient ways to use technology, which has added some convenience to our clients’ lives.
  • Christine’s three dogs really enjoyed having her around, especially her eldest Eddie, who’s 15 – or 105 in dog years!
  • Adam celebrated his 10-year wedding anniversary and his oldest son Landon finished Kindergarten.
  • Dina was grateful to spend some quality time with her two college-aged daughters and her cats.
  • Nick made a big purchase during quarantine – his first home!
  • Devon got to see her son Grant take his first steps and say his first word – “dog!”
  • Jim taught his son J.R. to ride a bike!
  • Don got a taste of what retirement will be like and got to spend quality time with his wife.
  • Allison was able to spend more time with her family, especially her siblings who live far away. Working remotely has allowed her family to gather more than they would under normal circumstances.
  • Julie stopped coloring her hair and is embracing her new silver locks!
  • Katelyn has been catching up on her reading and her favorite read during quarantine has been All the Light We Cannot See.
  • Paula taught her first Zoom community-yoga classes as part of her yoga teacher training.

We’re happy we can share some silver linings with you and reflect on what we’ve been grateful for during this unprecedented time. What were some of the wins you had during quarantine? Share them with a loved one today to help spread some positivity!

Disclosure: Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully.