Will Morrison, CFA, CPA, CFP

Finance professor at UW-Oshkosh. Financial advisor. Scout leader. Former Marine. Chinese speaker, dad of 3. Snow, sauna, backpacking, board games, and judo.

[Will Morrison, CFA, CPA, CFP @wnm1973]

UW-

[Will Morrison, CFA, CPA, CFP @wnm1973]

A little early, but the #PiePoll results are in.

We almost had ansage upset in Investments class but apple pulled a tie. (Or polled a tie???)

[Will Morrison, CFA, CPA, CFP @wnm1973]

@jack_steinhoff getting at it!

[Will Morrison, CFA, CPA, CFP @wnm1973]

@MikeZaccardi

[Will Morrison, CFA, CPA, CFP @wnm1973]

@NitrogenWealth Is this going to happen??? There is nothing on the website about it and we're well into 2025.

[Will Morrison, CFA, CPA, CFP @wnm1973]

#Legend @alexhummel at @UWOWBB1

[Will Morrison, CFA, CPA, CFP @wnm1973]

@alexhummel All Business!!!

[Will Morrison, CFA, CPA, CFP @wnm1973]

FIN 331 Section 2

#piepoll

[Will Morrison, CFA, CPA, CFP @wnm1973]

FIN 334
#piepoll

One girl has NEVER had pie!

[UW-Oshkosh Athletics @UWOshkoshTitans]

.@UWOFootball walks away with a huge upset over #9 Wheaton🏈

Ben Wellhoefer intercepted the final play of the game to seal the win💥

#GoldStandard | #d3fb

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

S&P 500 sector valuations. Always a fan fav.

[Will Morrison, CFA, CPA, CFP @wnm1973]

Just in case you were wondering where the president or Ukraine was at lately... He has a place in Wisconsin....

[Jeff Levine, CPA/PFS, CFP® @CPAPlanner]

A short 🧵(1/x)

🚨Breaking News🚨

IRS just released its latest RMD Guidance for beneficiaries of IRAs, 401(k)s, etc. who are subject to the "new" 10-Year Rule created by the original SECURE Act.

Actual text: https://t.co/eVffWWWe7b

Here are the 2 most important takeaways...

[Will Morrison, CFA, CPA, CFP @wnm1973]

My McDonald's stats for 2023.... I may not have airline status, but if McDonald's had a VIP lounge, I'd get full access.

#2023Unbagged

[Will Morrison, CFA, CPA, CFP @wnm1973]

Talking about Marks today in class. Trying to make all of my students Marksists, like any good professor would.

[Will Morrison, CFA, CPA, CFP @wnm1973]

@mepvc22 The Van Camp's need more pie!

[Will Morrison, CFA, CPA, CFP @wnm1973]

I almost forgot my FIN 331 #piepoll results from Tuesday.

We had an upset! (Down goes apple, down goes apple!!!)

[Will Morrison, CFA, CPA, CFP @wnm1973]

@PenisBreath6942 The soft one.... @ZachTay2020

[Will Morrison, CFA, CPA, CFP @wnm1973]

@MikeZaccardi @Publix You've got some good pie down south!

[Will Morrison, CFA, CPA, CFP @wnm1973]

2023 #PiePoll , an annual classic. Day 1 is complete. (Although I apparently forgot to take the picture of the Investments section 2's results)

[Will Morrison, CFA, CPA, CFP @wnm1973]

Ain't nobody keeping this guy in the closet... CPA and proud!