• 2023 Year End Trends: Navigating Markets, Politics, and Uncertainty

    During our interview with Bart Valley, a financial advisor in Charleston, SC with Morris Financial Concepts, we delve into the intricate dynamics of the 2023…

    Read Article
  • Are You Eligible For The Residential Solar Energy Credit?

    The Federal residential solar energy credit is a nonrefundable tax credit limited to 30% of the installation cost of the solar panels. This means it is a dollar-for-dollar reduction in your total Federal tax owed but if it exceeds the total tax owed, the excess must be carried forward and not refunded directly to you.

    Read Article
  • Understanding The 2023 Banking Crisis

    In a recent episode of the Morris Financial Concept podcast, Bart Valley discusses the impact of the recent banking crisis on the broad market.

    Read Article
  • Understanding the Factors Behind the Q1 2023 Market Swings

    In this video interview, we discuss the recent rise in the stock market with Bart Valley from Morris Financial Concepts. Bart provides valuable insights into…

    Read Article
  • Understanding the Debt Ceiling: Exploring its Implications and History

    Together, we will delve into the current state of the debt ceiling, its historical context, factors contributing to its increase, and the potential ramifications if left unaddressed.

    Read Article
  • How to Avoid Behavioral Biases in Finance to Make Better Investments

    Behavioral biases often can be pitfalls for investors, negatively impacting wealth accumulation over time.  Behavioral mistakes cost real money, and our expert financial advisors at Morris Financial Concepts are here to help avoid these common mistakes. 

    Read Article