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…
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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…
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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…
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Education Funding – New Application for 529 Tuition Plans
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…
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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 company logo we believe represents our greater…
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Education Funding Part 2: Prepaid 529 Tuition Plans
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…