Robo-Advisor vs Fee-Only Financial Advisor: Which is Right for Me?
Here are the main differences between a robo-advisor or a more traditional financial advisor. Find out which is better...Read More
We have written and curated resources we hope you find helpful in your research. In the news section, you will find articles from the Morris Financial Concepts team. We enjoy learning and sharing our knowledge with others. If you have specific questions you would like us to research, Contact Us
We have gathered a few key takeaways on Bitcoin and other cryptocurrencies for investors who are considering adding this...Read More
In this section, we share some of our favorite articles, videos and other resources from around the internet. Have a good resource you would like to share? Email us
Oftentimes, our monetary resources serve as a vehicle for us to share our values and beliefs with the world...Read More
When you think about what financial goals are most important to you, retirement is probably near the top of...Read More
If you have been watching the news lately, you have probably found yourself wondering, “What’s going on with this...Read More
Managing your finances can be a daunting task, which is why many individuals instead opt to enlist the help...Read More
If you have made your way to this blog, you have likely already asked yourself the age-old question: is...Read More
Does health, happiness, and success for you and your loved ones depend on money or your financial resources? Financial...Read More
We hope you are staying safe and healthy as we tread through these interesting waters the Coronavirus has sent...Read More
The COVID-19 Pandemic, also referred to as the Coronavirus disease, has affected numerous facets of so many lives; from...Read More
With taxes due next month, you may already be well on your way to completing your 2019 tax returns....Read More
Depending on how involved you are in finance, both personally and otherwise, “asset allocation” and “diversification” are likely two...Read More
With the Tax Cuts and Job Act brought into action just last year, businesses and citizens everywhere are still...Read More
The weight of retirement can often be overwhelming. Beyond the financial aspects of retiring, the physicians we have spoken...Read More
You Won the Lottery! Now what? Private islands. A fleet of yachts. Dream cars. The recent $1.5 billion Mega...Read More
Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a...Read More
Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can...Read More
Taxes matter. Whether or not we agree the Tax Cuts and Jobs Act passed on December 22, 2017 is good for...Read More
Snap! Thus ended the S&P 500’s longest streak in history without a pullback of at least 3 percent. The...Read More
No longer limited to college funding, 529 tuition plans can now be applied for private elementary and secondary education....Read More
“The stock market didn’t get tested – you did,” the title of an article I read this morning I...Read More
Transportation in the Charleston area is an issue that needs to be dealt with by the community as a...Read More
Not sure where to begin on your journey to financial independence? Our Frequently Asked Questions section may be a good place to start. We’ve compiled a list of questions, answers, and financial terminology we find helpful when starting your journey. If you don’t see your question on this list, let us know so we can do our best to answer it for you.
This blog is sponsored by Morris Financial Concepts for educational purposes only. The topics discussed are not intended to be investment advice or an offer of any particular security. The opinions expressed within each posting represent an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. The blog does not constitute a general or personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors. The price and value of securities referred to will fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and loss of original capital is an inherent risk to all investing. All of the opinions expressed herein are subject to change without notice, and you should always obtain information and perform due diligence before investing.
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.