Skip to main content
menu
  • About Us
    • Meet Our Small but Mighty Team
    • Our Philosophy
    • Who We Serve
  • Our Services
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Client Portal

Blog

Marilyn Morrissey | Mar 21, 2023

Avantax Market Update - March 2023

Finance
Retirement
Investments
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against
Read More
Marilyn Morrissey | Feb 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Marilyn Morrissey | Jan 21, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Marilyn Morrissey | Dec 21, 2022

Avantax Market Update - December 2022

Finance
Investments
Retirement
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for December. He recaps market returns and
Read More
Marilyn Morrissey | Nov 21, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
Marilyn Morrissey | Oct 21, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More
Marilyn Morrissey | Sep 21, 2022

Avantax Market Update - September 2022

Finance
Retirement
Investments
Tax Planning
Savings
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for September. He recaps market returns
Read More
Marilyn Morrissey | Aug 21, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Marilyn Morrissey | Aug 12, 2022

Avantax Market Update - August 2022

Finance
Risk Management
Investments
In this month’s market update video, Austin Schaul, Head of Research at Avantax Planning Partners, recaps July’s market returns and discusses the economy
Read More
Marilyn Morrissey | Jul 23, 2022

Avantax Market Update - July 2022

Finance
Risk Management
Investments
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the economy and
Read More
Marilyn Morrissey | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
default blog image
Marilyn Morrissey | May 17, 2022

Avantax Market Update - May 2022

Finance
Risk Management
Investments

View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, inflation, the

Read More

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »

Office

720 Center St
Oregon City OR 97045

Contact Info

503-657-1526
marilyn@morrisseyfp.com

 

Get in Touch

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

The Avantax Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: AZ, FL, NC, OR, TX, WA.

© 2023 Morrissey Financial All rights reserved.