By Yvonne Marsh, CFP®, CPA Trust is a big deal in my business. As I sit with a retired couple watching them sign the paperwork allowing us to manage their investment portfolio, I am reminded of the weighty responsibility our firm has. They are entrusting us to be good stewards of their life savings [...]
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 2015 76% of people rated themselves as having a “high” level of financial knowledge, giving themselves a score of 5 [...]
Yvonne Marsh appears on WVLT Recently, our own Yvonne Marsh appeared on WVLT's "Everyday Solutions" program with Whitney Kent to discuss some common mistakes people make when planning for retirement. You can view the segment which appeared on the 12:00 news below.
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 [...]