Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Malissa Marshall, CFP®, MS Tax, EA

Sep 6
3 min

Reflections - Inside SW

What I’m Doing Now

I thought it might be interesting to share a peek behind the curtain, so to speak – a look into how I spend my days running two businesses.

Malissa Marshall, CFP®, MS Tax, EA

Nov 11, 2022
2 min

Reflections - Inside SW

Reflections on Four Years in Business

Looking back & looking ahead

Playing the Long Game: Celebrating Two Years in Business

Malissa Marshall, CFP®, MS Tax, EA

Feb 28, 2021
2 min

Reflections - Inside SW

Playing the Long Game: Celebrating Two Years in Business

Two years ago, my firm’s registration as a Registered Investment Advisor was approved by the state of VT. It has been an incredible journey.

Malissa Marshall, CFP®, MS Tax, EA

Jan 5, 2020
1 min

Reflections - Inside SW

Reading Notes

Books about planning, books not about planning - books I have enjoyed reading recently

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