Broker Check

Morgan In the News

ETF Trends - Advisors Debate Short-Term Inflation Outlook, But Warn for Long-Term Impact

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Bankrate.com - 5 Unusual Year-End Tax Strategies for Investors 

Taxpayers have any number of deductions and credits that they can take to reduce their tax burden, but those looking to get a break for their investing activities have a more limited menu of choices...

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CNBC.com - 'Save early and save often’ is great advice, and here’s what to do if you got a late start 

We all know the advice on retirement planning. The younger you start, the easier it will be, and the less you’ll have to save. Not everyone, however, is able to get that early start...

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Grow.com - How housing and job numbers could affect the stock market and your money

Investors should look for the impact of new housing and jobs reports on the stock market and their money in the coming week, experts say.

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US News and World Report - 8 Best Mid-Cap Index Funds to Buy

Mid-cap funds can offer the best of the attributes found in large-cap and small-cap indexes.

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ETF Report - Advisors & ETFs: A Perfect Match?

Exchange-traded funds make it easy for advisors to get cheap access to markets...

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US News and World Report - Your Midyear Retirement Finances Review

Make sure you are taking advantage of retirement savings opportunities and avoiding penalties.

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January 2021 Stock Market Outlook

Take a look at the outlook for the stock market in 2021.

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5 Unusual Year-End Tax Strategies for Investors

Taxpayers have any number of deductions and credits that they can take to reduce their tax burden, but those looking to get a break for their investing activities have a more limited menu of choices.

Read Full Article

Advisors Debate Short-Term Inflation Outlook, But Warn for Long-Term Impact

Inflation is currently tame, and with a few exceptions, there’s little indication it will rise anytime soon.

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How Housing and Job Numbers Could Affect the Stock Market and Your Money

Investors should look for the impact of new housing and jobs reports on the stock market and their money in the coming week, experts say...

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Advisors Weigh How Hard to Push Clients to Donate to Charities Now 

For advisors, one of the joys of their work is helping clients gain fulfillment from charitable giving. Guiding individuals to donate to worthy causes creates a win-win that leaves everyone feeling good... 

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Take Advantage of this Smart Way to Save Money on Taxes, Says CPA - You Have Until July 15th 

This week normally would be the deadline to file your federal taxes, but because of the coronavirus pandemic, this year you have until July 15 to file and pay your federal income taxes...

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