Do You Understand Your Emotions About Money?
Published by Daniel Morrison, Wealth Advisor Have you ever had buyer’s remorse after making a purchase? Have you ever let fear of failure keep you from investing, or even creating a budget? If you have experienced these feelings before, then you know firsthand how much of a role our emotion …
How Might Tax Reform Affect Your Estate Plan?
Published by Mark Ring When it comes to finances, it doesn’t take much to create a domino effect. For example, an increase in the fees in your investment account could result in you not meeting your financial goals. This is even more true with far-reaching changes, such as the recent Tax Cu …
Why I Became A Financial Advisor
Published by Daniel Morrison When I look at numbers on an Excel spreadsheet, I see a fascinating puzzle that tells the story of someone’s financial life, goals, and the market trends that impact them. I have always had a penchant for digging beyond the data and putting the puzzle pieces tog …
Investing 101
Published by Dan Morrison Ok, kids. Time for a refresher on the basics of investing. It seems these days people are always wanting to make the process of investing sound sexy and complicated. Mostly, I guess, to impress their friends. “My broker has me in a triple-times, hedged, long/short …
Young Adults are Still Adults: Helping Your Children Enact Important Legal Documents
Published by Dan Morrison Over lunch recently with an attorney friend of mine, I was lamenting an age-old issue: I pay the bills for my college-age kids, but because they are over the age of 18, they must GIVE ME PERMISSION to see their school files, grades, etc. This is due to something c …
The Link Between Balance and Wealth
Published by Ryan Cooley In today’s world, we are often reminded to strive for a balanced life. Doctors encourage us to eat a balanced diet. My mechanic recently balanced the new set of tires I purchased to make sure they wear evenly. I even coach my son’s baseball team on the importance o …
Mortgages and the New Tax Code
Published by Dan Morrison As a note, those planning on tapping equity for college expenses for children or grandchildren will also need to reconsider their options. While taxes can’t be the only factor in any decision, they are a crucial component to your overall financial picture. Recently …
Are Mutual Funds Right for You?
Published by Ryan Cooley Most of us have heard at one point or another that mutual funds are an easy way to invest when desiring instant diversification. While this may be true, I have listed a few things you should consider when determining if mutual funds are right for you. Most of us hav …
What Keeps You Up At Night?
Published by Mark Ring Are you worried about how fast the world moves? Or, how quickly life can change? Does the unknown make you anxious? If so, do you find these thoughts affect your decision-making process, specifically how you manage your finances? This feeling may cause you to have “pa …
