Craig Morrison CFP

05/15/2020

The latest commentary from provides a discussion around the recent market weakness and what’s causing it. Hint: It’s not the data. Click here to read more: https://bit.ly/commentary0514

05/08/2020

The latest commentary from provides a discussion of our three predictions for the rest of 2020. Click here to read more. https://h.ptsm.us/4vEwxV
-19

02/06/2020

11/27/2019

This USA TODAY article spotlights 5 potential sources of tax-free retirement income:

Keep more of your money during your golden years by incorporating these into your retirement plan.

08/06/2019

This commentary discusses the recent stock market selloff caused by increasing trade tensions between the United States and China.

02/26/2019

The Motley Fool notes why women want to carefully consider when to claim Social Security:

Millions of seniors depend on Social Security -- but women might be especially reliant on those benefits.

02/26/2019

USA TODAY identifies the states where switching auto insurance could save you the most @

You really can save hundreds of dollars by switching your car insurance. How much you can save depends on where you live, according to a new study.

02/06/2019

MarketWatch lists the 10 tax law changes that might affect your 2018 1040 form the most @

After the Tax Cuts and Jobs Act, it’s a whole new ballgame.

12/05/2018

This commentary discusses Tuesday's (12/4/) market selloff and the drop in long-term bond yields as investors seek a safe haven.

11/29/2018

The I.R.S. has announced higher retirement plan contribution limits for 2019. Forbes notes the changes @

Stash up to $6,000 in your IRA and $19,000 in your 401(k) in 2019—and $7,000 more if you’re 50-plus.