10/09/2025
Dalton Chandler
Working with our in-house tax professional we can maximize the tax efficiency of your plan. Determine your risk levels. Build an investment policy statement.
Morris Retirement Advisors is an independent Registered Investment Advisory firm with the aim of designing a comprehensive financial plan and risk management strategy that will provide a path to hassle free financial independence for clients. MRA offers access to a Certified Financial Planner (CFP(R)) who can analyze your financial position and consider the influence of factors like your cash flow
10/09/2025
08/04/2022
The stock market and the economy are often conflated or discussed interchangeably, but in doing so, we fail to acknowledge the important differences between them and what the implications of those differences are for investors and consumers. Read more about it here.
What's The Difference Between the Stock Market and The Economy? For the past few months, the stock market has been on shaky footing, but many economic reports (except for inflation) have been good. This fact has left
08/03/2022
The Federal Reserve just announced another 75 basis point rate hike. From mortgage and auto loan rates to the interest you earn on your savings, here’s how you’re likely to be impacted by the most recent round of rate hikes.
Here's what the Federal Reserve's back-to-back 75-basis point interest rate hikes mean for you The Fed raised interest rates by another three-quarters of a point. Here's how that affects borrowers and savers now and down the road.
07/31/2022
If you haven't yet thought about retirement planning, now might be the perfect time to do so. Here are 9 of the top retirement initiatives for 2022.
9 Best Retirement Plans In July 2022 | Bankrate Diverting a portion of your paycheck into a tax-advantaged retirement savings plan can help grow your wealth for your golden years.
07/28/2022
Stocks, bonds, and cash assets each work in their own unique way and serve a different function within an investment portfolio. Here’s an in-depth look at how these investment classes tend to perform over the long term.
Stocks For the Long Run Stocks For the Long Run Posted July 15, 2022 by Ben Carlson I don’t believe there is one singular way to invest your money. If there was everyone would invest that way. Every strategy and philosophy has its pros and cons. The good strategy you can stick with is far superior to the great strategy y...
07/28/2022
Consumer inflation in the US climbed to 9.1% last month—higher than it’s been in 40 years—buoyed by surging gasoline prices, in particular. Will the Fed change course or double down on its hawkish position? Learn what implications this bears for the Fed’s upcoming meeting.
U.S. Inflation Hits New Four-Decade High of 9.1% Inflation reached its highest rate in nearly 41 years in June. Prices were up broadly across the economy, with gasoline far outpacing other categories.
07/28/2022
Bear markets present an opportunity to get into the market at somewhat of a discount. Learn how you can capitalize on investment opportunities during periods of market downturn.
Tips for investing in a bear market - AZ Big Media Stocks have entered a bear market after months of volatility. Many investors may, understandably, be feeling uneasy seeing losses.
07/28/2022
Given today’s inflation and high interest rates, earning returns that you feel good about can be a challenge. Series I savings bonds could present an opportunity for you to lock in favorable returns, but there are important tax implications to consider.
Taxes on I Bonds in 9 Common Situations | Kiplinger Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex.
05/24/2022
Should you consider adding more bonds to your portfolio? The bond market’s recent swoon may have tested investors’ resolve, but don’t lose sight of why you hold bonds in the first place.
Should I Buy Bonds? | Kiplinger Investors' personal motives for buying bonds should inform what they do next.
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