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  • Marshall Wealth Advisors
    2011 N 1550 E Lehi, UT 84043-2727 T: 801.556.4489 O: 385.247.4455
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May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Market focus shifts from earnings to macro catalysts
5/29/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Market focus shifts from earnings to macro catalysts
5/29/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Read
Housing market 2026: frozen, not broken
5/22/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Despite headwinds, fundamentals remain strong
5/22/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving

The future at your fingertips

MWA logoMWA logo
  • Marshall Wealth Advisors
  • 2011 N 1550 E Lehi, UT 84043-2727
  • T: 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