• 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…

    Read Article
  • Taxes Matter – Highlights of 2018 Tax Changes

    Taxes matter. Whether or not we agree the Tax Cuts and Jobs Act passed on December 22, 2017 is good for the middle class, good for the…

    Read Article
  • Major US Stock Indexes Drop: What Does It All Mean?

    Snap! Thus ended the S&P 500’s longest streak in history without a pullback of at least 3 percent. The major U.S. stock indexes capped off…

    Read Article
  • Education Funding – New Application for 529 Plans

    No longer limited to college funding, 529 plans can now be applied for private elementary and secondary education. While this addition sounds like a good…

    Read Article
  • MFC Refreshes Its Look – 2018 Brand Update

    We are excited to unveil Morris Financial Concepts’ updated brand identity. After careful consideration, we have developed a logo we believe represents our greater than…

    Read Article
  • Education Funding Part 2: Prepaid 529 Tuition Plans

    As we recently discussed, not all 529 education plans are the same. Another aspect of 529 plans are prepaid 529 tuition plans. This is not…

    Read Article