• The October Effect

    What is going on in the markets?  The 3rd quarter of 2018 ended as the best quarter on the S&P 500 since 2013 – around…

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  • Winning the Lottery (and other daydreams)

    You Won the Lottery! Now what? Private islands. A fleet of yachts. Dream cars. The recent $1.5 billion Mega Millions jackpot drawing has Americans buzzing…

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  • The New Kiddie Tax/ No Kiddie Tax Rule

    Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a limit.  After reaching that limit, the…

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  • Hacking Halloween: Budget Tips for the Holidays

    As the days start to get shorter and the weather threatens to cool off, we creep closer and closer to the start of the holiday…

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  • Morris Financial Concepts Launches New Website

    As part of the second phase of our rebranding efforts, we are excited to announce the launch of Morris Financial Concepts newly designed website. Our…

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  • Doing Well and Doing Good?

    Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with…

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