Doing Well and Doing Good with Sustainable Investing
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…
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…
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…
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…
No longer limited to college funding, 529 tuition plans can now be applied for private elementary and secondary education. While this addition sounds like a…
We are excited to unveil Morris Financial Concepts’ updated brand identity. After careful consideration, we have developed a company logo we believe represents our greater…
As we recently discussed, not all 529 tuition planning options are the same. Another aspect of 529 plans are prepaid 529 tuition plans. This is…
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.