What Coronavirus Means for Your Investments

  Yvonne Marsh at Marsh Wealth Management talks with WVLT Knoxville about what the coronavirus means for the stock market. If you’re stressed out during these turbulent market times and want to talk more about how to make a recovery plan for your portfolio, contact us at:  Phone: 865-622-2162 Toll Free: 877-884-2162 Email: admin@marshpros.com Or [...]

2020-04-20T14:38:32+00:00April 9th, 2020|Investments|

Does Your Investment Strategy Have a Sleep-at-Night Factor?

  Wow, a month ago we had barely heard the word “coronavirus”, and now we are feeling its effects in the financial markets.  We all know the wisdom of riding out these corrections by staying in the market, rebalancing and waiting for the markets to recover, which they always do. In recent history, there was [...]

2020-04-15T15:37:25+00:00March 16th, 2020|Investments|

Funding a Roth IRA Through the Backdoor

  Funding a Roth IRA Through the Backdoor By Yvonne Marsh, CFP®, CPA Do you make too much money to contribute to a Roth IRA?  Or wish you could add more than the $6,000 - $7,000 allowed each year?  There’s a solution for both of those issues, called a backdoor Roth strategy.  It avoids the [...]

2020-01-24T03:28:25+00:00January 22nd, 2020|Investments, Retirement Planning|

Accidentally Have All of Your Investment Eggs in One Basket?

By Yvonne Marsh, CFP®, CPAA retired couple came to my office recently to talk about their investments. In the course of our conversation, the husband wondered aloud how he could have lost a third of his portfolio in 2008 when he had invested in mutual funds, rather than individual stocks. Didn’t he have his money [...]

2019-08-07T18:17:50+00:00July 15th, 2019|Investments|

What Will the Markets Do When You Retire?

Imagine the markets decline 15{f134198d9113e2950c528451c6a82e811c00be694aa43f3b108e6b0831f6584b} on your first day of retirement! Your $500,000 nest egg is now worth $440,000. You will need an almost 18{f134198d9113e2950c528451c6a82e811c00be694aa43f3b108e6b0831f6584b} rebound to recover. What if the opposite were true? The markets increase 15{f134198d9113e2950c528451c6a82e811c00be694aa43f3b108e6b0831f6584b}. Your $500,000 is now worth $560,000. In retirement, you can do everything right - you save diligently, [...]

2019-05-20T12:51:32+00:00May 20th, 2019|Investments, Retirement Planning|

Q&A From Our Life Transitions e-Mailbag

Q&A From Our Life Transitions e-Mailbag We regularly get questions from people trying to manage financial transitions in their lives.  I thought I would share some of these real-life scenarios as a collaborative learning tool.  After all, life is complicated – so let’s figure it out together. Question:  My sister, who was 75, [...]

2018-02-13T15:39:52+00:00October 1st, 2017|e-Mailbag Series, Investments|

5 Questions You Need Answers To

5 Questions You Need Answers ToConfidence is king.  Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and spotting a friend, or even knowing you look good in a new outfit, when we have confidence we feel good. How about having confidence in [...]

2017-09-05T21:49:01+00:00September 1st, 2017|Investments|

Everything Knoxville Magazine June, 2017

Everything Knoxville Magazine June, 2017 For the June, 2017 issue of Everything Knoxville magazine, Marsh Wealth Management has the distinct honor of being featured on the cover.  Inside the magazine is an excellent two page feature story, including interviews with our own Mike and Yvonne Marsh. Of particular interest in this article [...]

2017-09-05T20:36:03+00:00June 21st, 2017|Investments, Marsh News, Retirement Planning|

On Your Own, Financially

Whether the clients I work with are on their own by choice or by one of life’s unexpected turns, they all have something in common.  They don’t want to end up as the proverbial bag-lady, and they don’t want to be a burden to their family financially.  But they’re not quite sure what to do [...]

2017-03-29T14:17:07+00:00June 20th, 2016|Investments, Retirement Planning|