Morgan Wealth Management

As a CPA, one of the questions that I have been getting more frequently is, What is a donor-advised fund? Let’s explore how they work, why they are beneficial from a tax perspective, and some special charitable deduction rules that are new for 2020. http://ow.ly/lnUw30rioN2

Politics and the stock market have a strange, multi-dimensional relationship. But it doesn't always matter which party is in charge both in the White House and in Congress. Take a look at the historical relationship between Washington and the markets: http://ow.ly/rEDX30rierW

The election is over and that leaves many of us wondering about the future. If policies change, how will markets react? How will the election affect economic recovery? We covered it last week in our on-demand webinar, Elections and Investments. We discussed: How elections have affected and not affected the markets in the past How the election could impact income taxes, retirement savings and Social Security And more!... Listen in here: http://ow.ly/4TVO30rierB See more

What’s the relationship between Washington and Wall Street? How do the lawmakers affect the markets? Well, it’s complicated. In this article, we take a step back from the 2020 election and look at: The history of political effects on the markets How the party in power affects the economic landscape What the tax picture might look like in the near future ... And much more! Get informed. Read it here: http://ow.ly/tQQ730rierf See more

After a year like no other, followed by a major election, a lot of us are wondering: What will the financial landscape look like in the near future? Our Elections and Investments on-demand webinar answers these crucial questions: How could the markets react to the election? Do markets prefer a blue or red wave? What happens if there’s a party split between the White House and Congress? ... What might a change in D.C. mean for tax policy? Watch it here: http://ow.ly/NEt430rieqG See more

We’re thankful for the right to vote and encourage you to cast your ballot today! Happy Election Day!

All eyes are on Washington, and election sentiment will show its presence financially soon enough. Pandemic news and financial news are tied tightly together when it comes to the markets this week. Read the details here: http://ow.ly/lO8p30riepK

All eyes will be on Washington next week. How will the outcome of the election affect your investments and portfolio? The relationship is complicated. We take a historical look at how elections and the political pendulum has affected the markets, then shift our focus to what next week's election could mean for the economy. Get informed. Read it here: http://ow.ly/CPrG30rhcDK

Many of us wonder what the financial implications of November 3 might be for our country and our financial and retirement plans. We dig into this important topic during our webinar, Elections and Investments. We’ll go over: How elections have affected and not affected the markets in the past How the election could impact income taxes, retirement savings and Social Security And more!... Join us TODAY at 1 p.m. PT: http://ow.ly/1jPa30rhcBS See more

You cast your ballot, but how will that affect your wallet? Read here for a history of the relationship between Wall Street and Washington and what to watch for after November 3: http://ow.ly/oUJN30rhayx

Many wonder what the financial implications of November 3 might be for our country and our personal investing and retirement plans. Our Elections and Investments webinar engages these crucial questions: How could the markets react to the election? Do markets prefer a blue or red wave? What regulatory reforms could a new administration bring?... What will the future of Social Security look like? What might a change in D.C. mean for tax policy? Join us Thursday, October 29, at 1 p.m. PT. Save your spot here: http://ow.ly/9GQT30rh3Mb See more

Want to see what it looks like to finally show significant recovery from the virus? Look at China the road is long and nowhere near straight. Let’s look at how recovery might go for the U.S.: http://ow.ly/9BI330rh3LH

Tonight we had the great honor and privilege of hosting several friends for a Concert on the Lawn. We enjoyed the musical talents of the Sierra String Quartet... who entertained us through the evening with their wonderful music. Of course, social distancing and all COVID safety protocols were followed. It was very nice to enjoy.