If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans. https://hubs.li/Q02bmcYB0 #Investing #MarshallInvestmentManagement
Marshall Investment Management
Financial Services
Littleton, Colorado 15 followers
We help you build a solid foundation for your financial future.
About us
The core values of Marshall Investment Management are as follows. Our primary focus is you – our client. We always do what’s right for you. Honesty and integrity drive our business. Our skilled advisors help you clarify your financial goals – and then direct you toward reaching them. We offer our guidance with a level of integrity and reliability that always keeps your needs at the forefront. Being a smaller firm, we're able to maintain an ongoing, personalized relationship with each of our clients. Being fully independent, we have no proprietary products to sell or sales quotas to meet. As a result, the advice and recommendations you receive from us are always unbiased. We believe credibility is established through communication. Hence the advisor-client relationship is paramount to us. We take the time to get to know our clients; and we educate and keep them informed. In fact, roughly a quarter of our long-term clients live outside of Colorado, which speaks to the success of our communication and services. We are committed to the belief that if we do the right things, then the right results will follow. This means simply – good intent and hard work contribute to future happiness. With us, you will always work with someone you can trust. A Registered representative with and securities offered through LPL Financial, Member SIPC. www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.investwithmarshall.com/
- Website
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http://www.investwithmarshall.com/
External link for Marshall Investment Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Littleton, Colorado
- Type
- Privately Held
Locations
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Primary
Get directions
10822 W Toller Dr
Suite 195
Littleton, Colorado 80127, US
Employees at Marshall Investment Management
Updates
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Merry Christmas! May you have all the joy, peace, prosperity, and togetherness you wish for this Christmas. #ChristmasDay #MarshallInvestmentManagement
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Merry Christmas Eve! It is the night before Christmas, and we hope that all is quiet and peaceful at your house! Don’t forget to keep an eye out for Santa. #ChristmasEve #MarshallInvestmentManagement
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Tonight is the longest night of the year. The days will only get longer and warmer from here! #wintersolstice
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Even though stocks look fully valued, if rates ease as we expect, we could see upside to our year-end 2024 fair-value target range of 4,850 to 4,950. We highlight some key themes for stocks next year in this week's Weekly Market Commentary. Read More: https://hubs.li/Q02drccQ0 #InvestWithMarshall
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Reminder: Make any last contributions to your 401(k) plans by 12/31! #401k #MarshallInvestmentManagement
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Today's kids have more information at their fingertips than past generations could ever have dreamed—but not all this information is always accurate. And when it comes to financial literacy, the ability to weed out misinformation is crucial when it comes to developing healthy financial habits. What can parents do to encourage their kids to become financially aware adults? https://hubs.ly/Q02bmd6H0 #FinancialPlanning #MarshallInvestmentManagement
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As we head into a new investing year, it’s a great time to look at where we’re going and how we can help position you to navigate this turning point and work toward achieving your objectives. Download the 2024 Outlook here: https://hubs.li/Q02d4Vl90 #LPLOutlook #InvestWithMarshall
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Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where pensions are nearly gone, having the ability to put more money away can help you prepare for a retirement that may be here faster than you think. https://hubs.ly/Q02bmcYt0 #401k #MarshallInvestmentManagement
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IRA Required Minimum Distributions are due 12/31! Don’t forget to pull your Required Minimum Distributions today! #IRA #RMD #MarshallInvestmentManagement
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