Blog 2017-09-05T20:13:37+00:00

The Retirement Road Trip

March 12th, 2019|Categories: Retirement Planning|

The Retirement Road Trip By Yvonne Marsh, CFP®, CPA Retirement is like a long road trip with 2 options. You can use a map and take the highway, where there are well-maintained roads [...]

What’s Hiding in your Bond Portfolio?

March 6th, 2018|Categories: Marsh News|

What's Hiding in your Bond Portfolio?FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to rate themselves as to how financially knowledgeable they think they are. In [...]