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    2011 N 1550 E Lehi, UT 84043 T: +1.801.556.4489 O: 385.247.4455
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Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
Midterm elections: Potential political shifts and market volatility
10/8/2026
A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.
Markets & Investing
Read
Read
Cautiously seeking connection: Tips to keep safe while cultivating community online
A few simple precautions can help keep you and your info better protected as you navigate friends, followers, connections and more online
Technology & Innovation
AI could mean big things for small businesses
If you’re considering the role AI could play in your small business, take a minute to explore the opportunities and potential obstacles.
Technology & Innovation
Protecting the prodigies: Tips to help the children in your life stay cyber-safe
Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected.
Technology & Innovation
Read
Pause, verify, protect: How to spot common scams
Scammers often pose as trusted organizations, businesses or loved ones, so familiarizing yourself with common tactics can help you respond with confidence.
Technology & Innovation
Read
Imposter syndrome: How AI is changing the face of impersonation scams
With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here’s what to prepare for in a new world of scams
Technology & Innovation
Read
September review: Bond market in focus as Treasury yields climb
10/1/2026
The bond market took center stage through September with inflation, oil supply chains and the Federal Reserve performing as an ensemble.
Markets & Investing
October 2026 Investment Strategy Quarterly
10/1/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
New money, new problems: Athletes and sudden wealth
Reaching the pinnacle of a sport comes with abundant opportunities, but it can also come with a diagnosis. See how sudden wealth syndrome, which can affect anyone, impacts athletes in particular.
Markets & Investing
Seven ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity

The future at your fingertips

MWA logoMWA logo
  • Marshall Wealth Advisors
  • 2011 N 1550 E Lehi, UT 84043
  • T: +1.801.556.4489
  • O: 385.247.4455
  • Map & Directions
  • Map & Directions

Investment advisory services are offered through Ascentis Independent Advisors (Ascentis), an investment adviser registered with the U.S. Securities and Exchange Commission. Marshall Wealth Advisors is a DBA of Ascentis. Marshal Wealth Advisors may provide services only in states in which it is registered and/or exempt.

Ascentis Disclosures