December 2023 Living Well

Caring for Aging Parents

Caring for aging parents involves a multitude of responsibilities that require careful consideration and planning for the road ahead. Because the complexities of caregiving are different for each family, there may be challenges that you never expected to face. In this blog, we’ll explore seven aspects of providing care for elderly family members in the hope that you may feel better prepared for the unexpected.??

5 Things to Do in December for Financial Wellbeing

The holiday season can oftentimes feel like a blur. It can be easy to let your financial plan go to the wayside.

To help you check in with your finances, we’ve compiled a list of five things to consider before the end of the year. And if you’re feeling overwhelmed with the hecticness of the holidays, just choose one or two to tackle each week and you’ll be on your way to feeling more in control of your financial wellbeing.

Marshall Financial Ranked #7 Small Business for Best Places to Work in PA

Marshall Financial is thrilled to be recognized as one of the best places to work in Pennsylvania in 2023 by Central Penn Business Journal and Lehigh Valley Business. This marks Marshall’s second consecutive year recognized in the small employer category, and was ranked 7th on the list, an improvement from 9th in 2022.??

Vote in the 2023 Off Street Awards

Get your votes in for the 2023 Off Street Awards! Vote in categories like “Forbes 30 Under 30 Fiasco of the Year” and “Financial Buzzword/Phrase of the Year.” Winners will be announced on the?Off Street?podcast episode airing 12/27. Voting ends tomorrow!?

Hi! I'm Sean Dann, CFA , a Research Analyst in the Marshall Financial Investment Department. I began working at Marshall in 2019 as a summer intern before starting full-time in 2021. From analyzing investments to presenting research, I have loved my time at Marshall and the amazing clients and teammates I get to work with every day.?

When I am not following the markets, I love traveling with my girlfriend, Julia. This summer, we took a trip to Aruba, and we are planning a trip to Canada to celebrate the New Year.?

I also enjoy listening to music, spending time with family, and rooting for my favorite sports teams. I am a big fan of the Eagles, Phillies, Sixers, and Notre Dame (although I am still recovering from the heartbreak of this year’s Super Bowl and NLCS losses!).?

Here is a picture of my family at a Notre Dame football game.?

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.