• 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 stock market swings with Bart Valley from Morris Financial Concepts. Bart provides valuable insights into the factors…

    Read Article
  • How Financial Planning Is Kind of Like Running Your First Marathon…No Really!

    As a former professional athlete, I thought I knew what I was getting into when I started training for my marathon… but I was mistaken. As I thought about what I wish I had known when I started, I couldn’t help but notice an insane amount of parallels between this hobby I love and my profession as a financial planner (that I also love). 

    Read Article
  • How to Teach Your Grandchildren About Money Management

    When it comes to money management, teaching kids the essentials provides them with a strong foundation and helps them to develop the fundamental skills for financial planning to achieve success later in life. 

    Read Article
  • How to Thrive in Retirement

    As trusted financial planners in Charleston, SC, retirees sometimes struggle to settle in and find fulfillment in retirement — and we’d like to help.

    Read Article
  • Understanding Deposit Insurance in the Wake of the Silicon Valley Bank Collapse

    On the heels of the recent failure of Silicon Valley bank, it’s prudent to learn how much protection your bank and investment account balances carry.

    Read Article