Morgan & Associates

08/01/2020

Have you thought about what the Great Wealth Transfer will look like for you? Let’s work together to get you prepared.

07/31/2020

An increase in jobless claims, a falter in the tech sector, and indecision in Washington leaves the state of the economy in question, according to Chief Market Strategist David Joy.

07/27/2020 David Joy Strength in U.S. equities faded as the week drew to a close, leading to the first weekly loss in the past four. The decline was modest, just 0.3 percent in the S&P 500 index, but it followed evidence that the labor market remained under pressure and both the manufacturing and se...

07/30/2020

How are you sharing your resources with others?

02/14/2020

New provisions from the Tax Cuts and Jobs Act could impact your 2019 taxes – here are four things you should know. I can work with your tax professional to help ensure you’re ready when it’s time to file.

Explore key facts you should know before you file your 2019 taxes.

02/11/2020

Health savings accounts come with various tax benefits. Let’s talk to your tax professional about whether investing tax-free toward your medical expenses makes sense for you.

If you have a high-deductible health plan at work, you probably have a health savings account along with it, too. Though so-called HSAs bring a bevy of tax advantages, many investors aren't using them to their full potential.

02/07/2020

The recent homebuilding surge suggests the housing market is back on track amid low mortgage rates. If you’ve been thinking about building a home, let’s discuss.

U.S. homebuilding surged to a 13-year high in December as activity increased acr...

02/07/2020

According to , if selling pressure continues, the gap between the 50- and 200-day moving averages indicates stocks have some room to fall. Importantly, remember it’s normal for markets to ebb lower (5-10%) for any reason at any time over the course of a year.

02/06/2020

“To begin loving people today, we must close the door on the past. And that cannot happen without forgiveness. Forgive those who have hurt you, for your sake.” – Rick Warren, Author of A Purpose Driven Life.

02/05/2020

For those age 70 1/2 and older, there’s a new tax-advantaged way to help support your favorite charity. Learn more.

02/05/2020

What is the potential economic impact of the coronavirus? Ameriprise Chief Market Strategist David Joy weighs in on investors’ response.

02/03/2020 David Joy The coronavirus continues to spread. Over 17,000 cases of infection have now been reported, along with 361 deaths, the vast majority in China, although infections have also been reported in 23 other countries. The virus continues to dent investor confidence as well. Last week th...

02/04/2020

Learn more about three key changes that took effect Jan. 1, 2020. We are here to help you understand what the SECURE Act means for you and provide personalized advice for your situation.

The Setting Every Community Up for Retirement Enhancement — the SECURE Act — was signed into law Dec. 20, 2019, with many provisions taking effect Jan. 1, 2020.