March 2024 Living Well

Buying a House in a Seller's Market

If you’re house hunting this spring, you’ll most likely be met with low inventory and high competition. It’s for this reason that buying a house in a sellers’ market can often feel like an uphill battle. To help you feel better prepared for the spring market, we’ve interviewed Heather Walton, a Realtor with Class-Harlan Real Estate in Doylestown, who offers some tips on making a strong offer, even in the middle of a bidding war. Click here for the full blog.

Real Estate Tax Guide: Understanding Assessment and Appeal Processes

Understanding how property taxes are determined can be perplexing for many homeowners. However, it’s important to understand the process because property taxes play a significant role in your financial responsibilities as the property owner. So, let’s delve into the intricacies of how the market value of property is assessed and how property taxes are determined, with a specific focus on Pennsylvania’s system. Click here for the full blog.

Marshall Financial Team Updates

Jim McGowan, CFP? (far left) has been promoted to Senior Wealth Advisor & Vice President of Retirement Plan Services.

Alexander Pimental, CFP? (second from left) has been promoted to Wealth Advisor after earning his CERTIFIED FINANCIAL PLANNER??certificate.

J.P. Dowds, CPA/CFP (second from right) has been promoted to Senior Wealth Advisor.

And Sean Dann, CFA (far right) has been promoted to Director of Investment Research after earning his Chartered Financial Analyst (CFA)?designation.

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.