Skip to content
MWA logoMWA logo
  • Home
  • About Us
    • About Us
    • Benjamin Marshall
    • Cori Skinner
    • Our Investment Philosophy
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Marshall Wealth Advisors
    2011 N 1550 E Lehi, UT 84043 T: +1.801.556.4489 O: 385.247.4455
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Markets & Investing
  • Topic
    • Investment Strategy
  • Media
    • Article
    • Commentary
Infographic: The ABCs of 529 plans
Give your education savings a head start with a 529 plan. These flexible, tax-advantaged investment accounts can help families save for future education expenses. Here are the basics.
Family & Lifestyle
The fragmented future of sports streaming
Live sports viewing has entered a new era of choice and complexity.
Family & Lifestyle
Read
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
The strategic side of debt

Why debt reduction should support – not define – your wealth strategy

Markets & Investing
Read
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
Read
The new shape of the American family
An evolution of care, connection and independence.
Family & Lifestyle
Read
Rediscovering joy through childlike living
Bringing small moments of play, wonder and rest back into daily life comes with big benefits.
Family & Lifestyle
Luxury on the water
Yacht vacations within reach for today’s traveler
Family & Lifestyle
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle

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