Joe Morgan

Uniquely qualified to provide customized financial planning & advice, at Best Financial Life,​ we act as an educator & guide for women in charge of finances.

[Joe Morgan @BestFinLife]

At a country fair in 1906, Francis Galton observed something that you can use to create your best investment strategy.
In this blog post, I’ll share what that is and address how you should think about your investment portfolio.
https://t.co/GeANjAkPre
#DanvilleFinancialAdvisor

[Joe Morgan @BestFinLife]

Why can’t your fund manager beat the markets?
In this blog post, I’ll discuss the Wisdom of the Crowd and what it means for investing today.

https://t.co/GeANjAkPre
#FundManager #FinancialAdvisorDanville #Danville #Wisdom #FinancialPlanning

[Joe Morgan @BestFinLife]

When planning for a 20 or 30-year retirement, don’t follow a strategy that has never won for more than 15 years –especially since the fund manager attributed it to luck.

https://t.co/GeANjAkPre
#DanvilleFinancialAdvisor #FinancialAdvisor #Investment

[Joe Morgan @BestFinLife]

“This time it’s different!”
Those are famous last words when managing your investments. Not because it’s never different, but because it’s always different. In this post, we dig for the top 7 mistakes that investors make and tell you how to avoid them.
https://t.co/5LrlqKpjJv

[Joe Morgan @BestFinLife]

Ever wonder what big mistakes investors make over and over again?
In this blog post, I go through the 7 mistakes investors make and identify what they all have in common. (hint: it might just be our own humanity!)
#DanvilleFinancialAdvisor
https://t.co/5LrlqKpjJv

[Joe Morgan @BestFinLife]

Investors always say “it’s different this time” as if to justify their actions. When they do, they often regret it. In this blog post, I’ll share the broader mistakes that investors seem to make over and over again and tell you how to avoid them.
https://t.co/5LrlqKpjJv

[Joe Morgan @BestFinLife]

When it comes to your RSUs, your autopilot strategy may be costing you a lot of money. Today, I’m sharing how to manage your RSUs considering both the tax consequences and the fact that you might have far too much exposure to your employer.

https://t.co/nD1tVorJmr

[Joe Morgan @BestFinLife]

Learn how to: - Determine when to sell - Create a plan that minimizes your tax burden
- Direct the resulting cash to support your lifestyle today and in the future

https://t.co/nD1tVorJmr

[Joe Morgan @BestFinLife]

I’m going to tell you exactly what I do for clients
This blog and podcast describes my planning process in an easy to understand way so that you can logically agree or poke holes in it! You see, I’m not here to sell products.
https://t.co/RiLm1fO11v
#DanvilleFinancialAdvisor

[Joe Morgan @BestFinLife]

What is preventing us from getting a Financial Plan? Handing over your Financial Life to someone else can be too scary to comprehend. So, instead of that, let me simply share with you what I do.

https://t.co/RiLm1fO11v

#FinancialPlan #FinancialAdvisorDanville

[Joe Morgan @BestFinLife]

This episode of Deliberate Money Moves describes my Financial Planning process using everyday language so you can understand and maybe apply something you learn here. As a Financial Planner, I’m dedicated to helping you live your Best Financial Life!
https://t.co/RiLm1fO11v

[Joe Morgan @BestFinLife]

@ChaseSupport Howdy- I have a check outstanding through BillPay that the vendor did not receive. I'd like to cancel it so it won't get cashed should it turn up - is this possible?

[Joe Morgan @BestFinLife]

This post describes a part of our Investment Philosophy that is required by you: you must have faith in the future.

https://t.co/FJPQjJjnJV