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Lauren Morris

Client Question: How Can I Give My Kids a Head Start on Investing?

March 17, 2025

The earlier you start investing, the better. You’ve heard this advice before, and hopefully it’s helped you make some smart financial moves. But there’s one group that may not yet… Read More

Categories: Investing Tags: investing, Investments

Tax Considerations for 2024: What You Need to Know Before Filing

February 17, 2025

Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline fast approaching, here’s a rundown of the latest tax… Read More

Categories: Taxes

Counterintuitive Money Advice: Investing Against the Grain

February 12, 2025

There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of a ladder when you’re changing a lightbulb. Don’t click on… Read More

Categories: Investing, Retirement, Risk Management

Money Scripts—Part 2: How to Manage the Script

January 21, 2025

Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept… Read More

Categories: Planning for Emergencies, Retirement

Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend

January 21, 2025

When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions…. Read More

Categories: Planning for Emergencies, Retirement

Your 2024 Year-End Planning Guide

December 13, 2024

As the year winds down, the hustle and bustle of the season can leave little room for financial reflection. But taking some time to review your finances now can help… Read More

Categories: Investing

Financial Readiness: Preparing Yourself Before Disaster Strikes

November 14, 2024

Earlier this fall, Hurricane Helene moved inland from the Gulf of Mexico as a tropical storm, from Georgia to the mountains of North Carolina. In western North Carolina, the thousand-year… Read More

Categories: Planning for Emergencies, Risk Management

Client Question: I’ve Got a Lump Sum in Cash, Should I Invest It Right Away?

October 14, 2024

What do you do if you’ve just received a big bonus at work, inherited some money, sold a business or otherwise enjoyed a recent windfall you’d like to invest? Should… Read More

Categories: Investing

What We Talk About When We Talk About Volatility: Magnitude vs Percentage

August 30, 2024

If you’ve ever listened to public radio’s “Marketplace” with Kai Ryssdal, you may have noticed the songs they play when they “do the numbers.” On days the market is up,… Read More

Categories: Investing

What Does It Take to Take on Risk?

August 30, 2024

The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people. While risk is the key to unlocking greater… Read More

Categories: Risk Management

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Why Should You Diversify

The Cost of Trying to Time the Market

Long-Term Investors, Don’t Let a Recession Faze You

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