Michael Morrow | Financial Planner

Wealth Management Blog

Tag: finance (Page 1 of 2)

blog header for michael morrow financial planner's website, "business strategy: transferring risk"

Business Strategy: Transferring Risk

Whether you are an independent investor or are overseeing the investment portfolio of a company, risk will always be a factor that you will be faced with. According to its definition, risk involves the chance of an investment’s actual return will differ from its expected return. In other words, risk includes the possibility of losing […]

blog header for michael morrow financial planner's post, "22 troubling facts regarding investing"

22 Troubling Facts Regarding Investing

With US equity markets sitting at all-time highs, the masses are looking to join the investment fray. Needless to say, it would be prudent for potential investors to note that risk levels are also sitting at all-time highs. With that in mind, here are 22 troublesome investing facts that are hard to look past. They […]

blog header for michael morrow financial planner's blog post, "the best annuities for retirement."

The Best Annuities for Retirement

When it comes to planning for retirement, one can never be too diligent. After all, failing to plan for a secure financial future is equivalent to planning to fail. Therefore, one should familiarize themselves with the various financial tools available in order to optimize their savings as much as possible before retirement. One of the […]

5 Reasons for Life Insurance

Despite popular belief, life insurance policies do not serve a singular purpose. While they are primarily used to provide vital funds to families whose loved ones have passed away, these policies can also serve as an excellent addition to a personal financial portfolio, collateral for a personal or business loan, and so on. Here are […]

Michael Morrow - Real Estate Resources for New Investors

Real Estate Resources for New Investors

If you want to be a successful real estate investor, then you have to do your research and build up your knowledge base. With so much information out there, though, you might not be sure where to start. Which resources are worth pursuing and which resources should you avoid? Below are some of the top […]

Michael Morrow - Done For You Real Estate

Done For You Real Estate

Investing in real estate is one of the best decisions you can make with your money. However, there are many hurdles that you will need to jump over in order to get started. One of the biggest hurdles that investors face with real estate is securing enough cash to purchase a rental property. Homeowners know […]

Michael Morrow - Learn More About Sequence of Return Risk

Learn More About Sequence of Return Risk

One of the biggest concerns that retirees have is whether their nest egg will be large enough to support them during retirement. The worst case scenario that every retiree fears is experiencing a market downturn just as he or she is ready to enter retirement. Since retirees need to draw from their retirement portfolio in […]

Michael Morrow - The Dangers of Buy and Hold

The Dangers of Buy and Hold

In general “Buy and Hold” is an investment strategy where stocks are purchased and then held on to regardless of how the market performs. While the Buy and Hold strategy has many supporters who believe it is the best investment strategy, the reality is that the strategy has many drawbacks. The strategy is especially dangerous […]

Michael Morrow: Self-Directed IRAs vs. 401(k)s and Traditional IRAs

Self-Directed IRAs vs. 401(k)s and Traditional IRAs

When most people think about retirement savings they think of 401(k)s and IRAs. However, another option to consider are self-directed IRAs. While self-directed IRAs share a lot of similarities with 401(k)s and traditional IRAs, there are some important distinctions to consider. What sets self-directed IRAs apart from other options, though, are the variety of investment […]

Michael Morrow: How to Use Home Equity to Invest in Real Estate

How to Use Home Equity to Invest in Real Estate

If used properly you can take your home equity and transform it into an investment. Many people make the mistake of accessing their home equity for the wrong reasons. For example, using your home equity so that you can go on a lavish vacation or purchase an expensive car is just about the worst thing […]

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