Steven Marshall & Associates

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Steven Marshall & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

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Happy Boss’s Day to Steven Marshall, the leader who makes our team stronger every day!We appreciate the trust you place ...
10/16/2026

Happy Boss’s Day to Steven Marshall, the leader who makes our team stronger every day!

We appreciate the trust you place in us, the example you set, and the positive culture you've built at Steven Marshall & Associates. Your dedication to our clients and our team inspires us to do our best work each day, and we're grateful to be part of a team led by someone who values both excellence and meaningful relationships.

Thank you for your guidance, support, and commitment to helping others grow. The impact you make extends far beyond the office, and we are fortunate to learn from your leadership every day.

Wishing you a very Happy Boss’s Day!

The Steven Marshall & Associates Team

The AI investment story doesn’t end with chips and data centers.As AI and cloud computing drive electricity demand highe...
10/15/2026

The AI investment story doesn’t end with chips and data centers.

As AI and cloud computing drive electricity demand higher, the infrastructure behind the power supply is becoming increasingly important. From generation and battery storage to cables, transformers and grid technology.

But rising demand doesn’t make every company a winner. The opportunity may be broad, but selectivity still matters.

We can help you evaluate where these long-term infrastructure trends may fit within your broader investment strategy.

https://bit.ly/4inDQpO

When is the moment you become ready? The truth is, you don’t, until you actually begin.
10/14/2026

When is the moment you become ready? The truth is, you don’t, until you actually begin.

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.Premiums, dr...
10/13/2026

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.

Premiums, drug coverage, provider networks and your own health needs can change. Medicare Open Enrollment, October 15–December 7, is your annual opportunity to review the details before 2027.

We can help you think through how your Medicare choices fit into your broader retirement income, health care costs and financial plan.

https://bit.ly/3TVV44k

Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.If an HSA-eligib...
10/08/2026

Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.

If an HSA-eligible health plan makes sense for your situation, it can offer more than a way to pay for medical expenses. It can also create a meaningful tax and long-term savings opportunity.

For 2027, HSA contribution limits rise to $4,500 for individuals and $9,000 for families.

As you review your benefits elections, make sure the HSA decision is being considered as part of your broader financial plan.

https://bit.ly/4zI7Jar

The freedom that comes with simply feeling good about who you are.
10/07/2026

The freedom that comes with simply feeling good about who you are.

October is National Financial Planning Month, and Q4 is when planning turns into action.Before year-end, it’s worth revi...
10/06/2026

October is National Financial Planning Month, and Q4 is when planning turns into action.

Before year-end, it’s worth reviewing the decisions that may still be in your control: tax strategy, charitable giving, required distributions, benefits and any portfolio moves that need coordination.

The goal isn’t to check every box. It’s to make sure the pieces of your financial life are working together before the calendar does the deciding for you.

Now is a good time to review what still needs attention.

https://bit.ly/4eh82Am

The economy can look strong on paper while everyday costs still feel heavy.That’s the idea behind a K-shaped economy: so...
10/01/2026

The economy can look strong on paper while everyday costs still feel heavy.

That’s the idea behind a K-shaped economy: some households are benefiting from strong asset values and steady spending power, while others continue to feel more pressure from inflation and higher living costs.

There's a similar divide in markets, where a relatively small group of companies has driven an outsized share of recent gains.

If the headlines don’t match your experience, it may be worth discussing what the implications of a K-shaped economy could mean for your financial plan and portfolio.

https://bit.ly/4jzxaG0

Big outcomes are usually just small standards repeated long enough.
09/30/2026

Big outcomes are usually just small standards repeated long enough.

Higher Treasury yields aren’t just a Wall Street story.They can raise borrowing costs across the economy, while a heavie...
09/29/2026

Higher Treasury yields aren’t just a Wall Street story.

They can raise borrowing costs across the economy, while a heavier federal debt burden means more government dollars going toward interest. At the same time, higher yields can pressure some stock valuations and change the relative appeal of bonds and other investments.

If higher rates are here to stay, it may be worth discussing what that means for your financial plan and portfolio.

https://bit.ly/4rBr4qT

Address

1902 Campus Commons Drive, Suite 500
Reston, VA
20191

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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