Marshall Financial

This Wednesday, January 1st our office will be closed for the holiday. Normal business hours will resume on Thursday January 2nd. Happy New Year!

Welcome to Episode 89 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean unveil the 10 winners of the 2nd Annual Off Street Awards. Select awards include: • Logan Roy Memorial Shocking Executive Decision of the Year Award • Forbes 30 Under 30 Fiasco of the Year Award • Taylor Swift Shocking Economic Stat of the Year Award • Uncorrelated Story of the Year Award • S&P 500 Rollercoaster Ride of the Year Award Listen in to hear the winners of these categories and more! https://lnkd.in/eAWSj83J

Our office will be closed on Wednesday, December 25th for the holiday. Normal business hours will resume on Thursday December 26th. Happy holidays!

Did you know you should probably consider having insurance coverage for your golf cart? Our December Living Well dives into this topic and more, featuring blogs from Donald R. Scholz, MBA, CFP®, J.P. Dowds, CPA/CFP, and Devon Radkins, FPQP™. Plus, help us celebrate George Evans’ retirement as he signs off with a team spotlight. 

The Off Street Awards are back for a second year! 🏆 Help us wrap up 2024 by voting for the best (and strangest) moments in finance. From shocking executive decisions to wild economic stats, your vote decides the winners. Cast your ballot here: https://lnkd.in/emSgiYxx Voting closes 12/26, and the results will be revealed in our year-end podcast episode, as well as on our social platforms. #VoteNow #StockMarket #Finance

New Episode Alert! Episode 88 of Off Street dives into a packed lineup: mysterious drone sightings in the northeast, the economics of Christmas tree farming, and NYC’s surprising cost-of-living trends. Plus, Adam and Sean explore Home Alone nostalgia, election-driven spending habits, and whether dogs are really learning to “talk” with buttons. Don’t miss these stories and more—now streaming on your favorite podcast platforms, including Apple Podcasts: https://lnkd.in/euf_-r_S

With cash yields cooling recently, investors still have an opportunity to generate income by maintaining short-duration positioning. In a conversation with Darla Mercado, CFP®, our chief investment officer and chief operating officer Adam Reinert, CFA, CFP® explains this strategy. Adam also outlined key considerations for investors pursuing short-term income: • Define what “safe” income means for your financial goals • Understand your time horizon • Weigh your risk tolerance against your return expectations Read more in CNBC. https://lnkd.in/eDH-G4uZ

As a 100% employee-owned firm, we at Marshall Financial understand the value of aligning firm success with employee ownership. Equity-sharing and employee stock ownership plans (ESOPs) not only help retain top talent but also provide employees with a powerful pathway to building household wealth and planning for early retirement. Our president and senior wealth advisor Paula Nangle, CFP® has seen first hand how ESOPs and equity-sharing plans can significantly impact clients’ financial futures. “In an Employee Stock Ownership Plan (ESOP), the company contributes shares of the company stock into an account for the benefit of the employee at no cost to the employee,” Paula explains. “The shares of stock can add significantly to an employee-owner’s net worth and help them plan and save for retirement.” Read more in GOBankingRates. https://lnkd.in/eBHYhN_C

We’re proud to be recognized as one of the Best Places to Work in PA by Central Penn Business Journal! This year we were named #8 within the small business category. Offering a rewarding, positive, and team-oriented environment for our staff. (From left to right) Sean Dann, CFA, Devon Radkins, FPQP™, Russ Weiss, CFP®, Paula Nangle, Adam Reinert, CFA, CFP®, Nicholas Pileggi, CFP®, Alexander Pimental, CFP®, and Donald R. Scholz, MBA, CFP® attended the awards ceremony tonight to celebrate! #BestPlacesPA #BestPlacestoWork

Imagine you’re cheering on the Eagles, snacking on a cheesesteak and during the break you get an ad for…a country? As Adam and Sean discuss today on Off Street, Canada has launched a new multi-million dollar ad campaign touting Canada as the “ally to the North” and the benefits that come from trading with the country. Could an ad campaign sway the opinion of the American people?   Also on the pod: Time Person of the Year, Wharton’s suggestions to fix our debt and deficit problems, and whether you should put your marathon time on your resume. Don’t miss this these stories and more on the Off Street podcast. Listen here: https://lnkd.in/eSzHV6_t