September 2024 Living Well

Behavioral Finance: How Managing Your Instincts Can Pay Off in the Long Run

When it comes to investing, emotions can be one of your biggest obstacles. In times of market turbulence, many investors feel an overwhelming urge to react, driven by an internal fight-or-flight instinct. While this primal response might help in survival situations, it can often lead to poor financial decisions. The field of behavioral finance explores how psychological factors, such as these instincts, influence investor behavior and how understanding and managing them can help you make smarter choices. Click here for the full blog.

Small Business Tax Credits from SECURE and SECURE 2.0: Why It’s Time to Start a 401(k)

Looking to keep your employees happy and save on taxes? Thanks to recent legislation, setting up a 401(k) plan for your small business has never been easier – or more affordable. In this blog, we’ll break down the key tax credits introduced through the SECURE and SECURE 2.0 Acts and why setting up a 401(k) plan may prove to be a valuable financial opportunity for your business. Click here for the full blog.

From Mixing Beats to Managing Balance Sheets: How I Help Content Creators Build Financial Success

As a financial advisor by day and a DJ by night, Wealth Advisor Matt McGraw understands the hustle of being a self-employed creator. Whether you’re filming viral TikToks, streaming on Twitch, or running a YouTube channel, the thrill of building an online brand comes with its own set of financial challenges. Just like dropping the right track at the perfect moment, managing your money takes strategy, time, and expertise. The right financial advisor can work with you to help you grow your earnings, save for the future, and build long-term wealth, all while you continue doing what you love. Click here for the full blog.

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. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index. 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. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore. 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.