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Morgan Wealth Management

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Cash Management

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Cash Management

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Cash Management

Here are some smart ways to refinance your home.

Cash Management

There are numerous investment alternatives available to help provide liquidity.

Cash Management

It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Estates & Trusts

If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.

Estates & Trusts

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Estates & Trusts

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Estates & Trusts

Compare the advantages and disadvantages of different gifting strategies available for planned giving.

Estates & Trusts

One estate planning strategy that families with closely held businesses could consider is the family limited partnership.

Investing

There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

Investing

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Investing

With closed-end funds, investors pool their money together to purchase a professionally managed portfolio of stocks and/or bonds.

Investing

An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Investing

There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Retirement

Allocating too much of your retirement investments to one company, even your own, can be a risky proposition.

Retirement

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

Retirement

Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

Retirement

Profit-sharing plans give employees a share in the profits of a company and can help to fund their retirements.

Retirement

The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

Risk Management

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

Risk Management

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Risk Management

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

Risk Management

If you have a family who relies on your income, it is important to have life insurance protection.

Tax Planning

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Tax Planning

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

Tax Planning

Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.

Tax Planning

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Tax Planning

Tax-deferred retirement account withdrawals before age 59½ generally trigger a 10% federal tax penalty.

Tax Planning

Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.

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Check the background of this financial professional on FINRA's BrokerCheck