The Marshall Financial Group

The Marshall Financial Group

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We believe in choosing your own path and it’s our role to support it.

Whether it’s a specific financial planning need, or full service wealth management, we’re always here for our clients, which is why so many become long-term trusted relationships.

With a Plan, You Don’t Need to Worry About Volatility in the Market 07/11/2022

Long-term planning accounts for the ups and downs of the market. Feel free to reach out to discuss your financial plan within the context of the current environment.

With a Plan, You Don’t Need to Worry About Volatility in the Market While it’s never fun to watch your investments drop, you shouldn’t worry about volatility in the market if you have a long-term plan.

Can people find happiness and better sleep in a financial plan? One new study suggests ‘yes.’ 07/08/2022

Are there health benefits to be gained in working with a financial advisor to strategize a financial plan?

Our Executive Vice President and Chief Customer Officer Christian Mitchell shares new findings from our 2022 Planning & Progress Study to answer.

Can people find happiness and better sleep in a financial plan? One new study suggests ‘yes.’ Is there a connection between financial planning, greater happiness and better sleep? As part of Northwestern Mutual’s 2022 Planning and Progress Study, we worked with the renowned Harris Poll to answer this question. As part of a nationwide scientific survey, we asked nearly 2,500 American adults...

07/04/2022

Nothing goes together like hot dogs, fireworks, and making memories with family and loved ones. Have a great 4th of July!

What the latest Fed rate hike may mean for the markets 06/27/2022

As investors debate the impact of the latest Fed hike, our experts look at where rates may go from here and what it could mean for investors.

What the latest Fed rate hike may mean for the markets The Fed may have to maintain a more aggressive stance toward rates for the remainder of the summer. Here’s a look at some additional aspects in play in the fight against inflation.

8 Charitable Giving Tax Strategies 06/22/2022

8 Charitable Giving Tax Strategies Strategic charitable giving helps your dollars go further. From donor-advised funds to bunching, we discuss tax strategies to help maximize your impact.

The Nimble Fed 06/20/2022

The Federal Reserve showed it can be nimble, hiking 75 percent this past week based on new data. Northwestern Mutual Chief Investment Officer Brent Schutte believes the Fed could easily be just as nimble in the other direction if the data improves.

The Nimble Fed The Fed’s latest move has raised concerns about a recession, but will Fed Chairman Powel stick to the script? See our take in Northwestern Mutual’s Weekly Market Commentary.

06/19/2022

What do fathers do? What don’t they do? Well, today, you’re free to do all of them, some of them, or none of them. Enjoy your special day!

We’re Officially in a Bear Market 06/16/2022

A look at history can provide some context for the current financial environment. As always, please reach out if you’d like to discuss your financial plan.

We’re Officially in a Bear Market This is why our financial advisors plan for the good times and for when things aren’t going as well.

Inflation on Main Street in the Spotlight 06/16/2022

Northwestern Mutual Chief Investment Officer Brent Schutte digs into last week’s inflation data and how it may impact the Fed’s path forward.

Inflation on Main Street in the Spotlight Consumers feel the pinch of inflation, but the Fed’s efforts are showing signs of making an impact. See our take in Northwestern Mutual’s Weekly Market Commentary.

An Economy Shifting Gears on the Road to Normal 06/08/2022

The economy is shifting gears back to a more normal pattern, here’s what that could mean for investors.

An Economy Shifting Gears on the Road to Normal The return to normal has been bumpy and is causing investor angst, NM’s Chief Investment Officer Brent Schutte explains why current pessimism may be overblown.

A Welcomed Sigh of Relief for the Markets 06/01/2022

Economic pessimism is on the rise, but Northwestern Mutual Chief Investment Officer Brent Schutte says it’s time to look beyond the headlines.

A Welcomed Sigh of Relief for the Markets Equities and inflation show signs a turn may be coming. See our take in Northwestern Mutual’s weekly market commentary.

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875 3rd Avenue Floor 23
New York, NY
10022