Steven Marshall & Associates

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

12/12/2024

Along with your tax professional, we can help you build an investment income strategy that considers the impact of taxes like the NIIT, and is personalized to your financial goals, risk tolerance and time horizon.

https://bit.ly/3ORxdwn

12/11/2024

...and the things you can create are even bigger than you could imagine, so don't limit yourself.

12/10/2024

We can help you identify impactful and tax-efficient gift opportunities to financially empower the loved ones in your life. Consider this if you’re looking for meaningful gestures that go beyond the typical consumer goods.

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12/06/2024

We saved the best for last! Finish 2024 strong by making this month the best yet!

12/05/2024

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate an environment of fundamentally higher costs. We can help you assess your portfolio as stock selections become more important.

https://bit.ly/49luZPr

12/04/2024

The U.S. economy has outperformed expectations so far this year. Will that trend continue? We explain our views in this video update.

https://bit.ly/4imiTty

12/02/2024

As we are nearing the end of the year, your financial goals may be at the top of your mind again. If you want to get a jumpstart on planning for 2025, reach out to our team and let's schedule a meeting.

https://bit.ly/49kKx5N

11/29/2024

With Thanksgiving in the rearview mirror, the holiday shopping season officially begins. Remember to support small businesses, the backbone of the American economy. As a small business ourselves, we approve this message!

11/28/2024

11/27/2024

The time to give thanks should be every day, not just on Thanksgiving. How can you harness the power of gratitude? Try a gratitude journal -- take 5 minutes each day to reflect on what it is that you're grateful for.

11/22/2024

The holidays can be a good time to connect with family about important money topics. We get it - these conversations can be tough, sensitive and even awkward. If you'd like, we can help facilitate these conversations alongside your family.

https://bit.ly/4eHwisP

11/21/2024

Football games, turkey trots, watching the parade...we're one week away, what Thanksgiving traditions do you always look forward to?

11/20/2024

"Getting ready to get ready", it's a real thing. Make a plan without overplanning, go for it, and adjust along the way.

11/19/2024

Are you taking full advantage of your retirement accounts? Consider increasing your contributions to your IRA and 401(k) to the maximum limit so that you’re not missing out on any potential growth or tax benefits. We can help.

https://bit.ly/4gdGavV

11/15/2024

Rising EV fleets are set to curb oil demand growth, creating an oil market imbalance and fueling investment opportunities in the EV supply chain. Let's discuss these opportunities and how they may fit into your investment portfolio.

https://bit.ly/4eweAJ0

11/14/2024

The stock market has performed well thus far in 2024. We examine what could keep the momentum going and what could stand in its way, along with specific action items you should be considering right now.

https://bit.ly/3AupzVq

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.