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Fee-Only Financial Planning Services in Quincy, MA

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October 21, 2022 by Michelle Morris

Four Years Later – Micro Investing with Acorns

Four years ago, I wrote about my lifelong passion (some would say obsession) for spare change. This dates back to counting the spare change and “egg money” in my grandmother’s chipped gravy boat in the 70’s. Today, this is the spare change stash in my office: But here in the 21st century, I don’t have too many cash transactions, and therefore not a lot of physical spare change. Enter the micro investing app Acorns* which invests your digital spare change.  Four years ago, I signed up for Acorns and linked my checking account.  The checking account is my “funding source”. Then I linked my credit card.  You can link more than one card including debit …

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July 22, 2022 by Michelle Morris

Markets Have the Worst First Half of a Year in Decades – now what?

Do you remember Paul Harvey?  If you don’t remember life before the internet skip this paragraph.  But those of a certain age may remember his daily radio program – at the end of each broadcast he would say in his distinctive radio voice:  “And now you know…the rest of the story”. Earlier this month you likely saw the headlines: The first six months of 2022 saw the S&P 500 decline 21%. The S&P 500 is a group of the 500 largest stocks in the United States. The last time the S&P 500 fell this much in the first half of the year was over 50 years ago, in 1970, shown here: What do you think happened in the second half of …

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March 28, 2022 by Michelle Morris

When You Think About Investing, Don’t Think About The News

Today’s newsletter features a great article in the NYT by financial columnist Jeff Sommer. The news and images coming out of Ukraine are horrifying and my heart aches for the millions impacted by Russia’s aggression.  It is difficult to imagine what they are going through. The article begins: The worse the news, the less you should think about it. No, that's not a good guide to life. but shutting out the din of current events is a reasonable approach when investing. Sommer speaks with Richard Thaler, a Nobel Prize winning economist who pioneered the study of behavioral economics. Follow the news, of course, and let your emotions flow. But don't let them affect …

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January 7, 2022 by Michelle Morris

A Stock Market Peak is not a Cliff

I ignore a lot of financial journalism.  Much of it is noisy clickbait and not relevant to the long-term goal-focused investor. In fact some have dubbed it “financial porn”. But this headline, dated December 10th, 2021 from Marketwatch caught my eye: The S&P 500 is an index (group) of stocks that includes 500 of the most valuable companies in the United States.  This index includes companies nearly everyone has heard of such as Amazon, Google, Microsoft, Facebook, Home Depot, and Tesla.  Except for Tesla I’ve used each of these company’s products and you probably have too. The index went on to notch a total of 70 record closes in …

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October 21, 2021 by Michelle Morris

Three Years Later – Micro Investing with Acorns

Three years ago, I wrote about my lifelong passion (some would say obsession) for spare change. This dates back to counting the spare change and “egg money” in my grandmother’s chipped gravy boat in the 70’s. Today, this is the spare change stash in my office: But here in the 21st century, especially during a pandemic, I don’t have a lot of cash transactions, and therefore not a lot of physical spare change. Enter the micro investing app Acorns* which invests your digital spare change. Three years ago, I signed up for Acorns and linked my checking account. The checking account is my “funding source”. Then I linked my credit card. You can link more than one …

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From The Blog

  • Capture Those Dollars!
  • Good News for Savers in 2023
  • How Will You Pay Your Taxes in Retirement?
  • Four Years Later – Micro Investing with Acorns

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From the Blog

  • Capture Those Dollars!
  • Good News for Savers in 2023
  • How Will You Pay Your Taxes in Retirement?

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Investment advisory products and services are offered through advisory representatives of BRIO Financial Planning, an investment advisor registered with the Commonwealth of Massachusetts.

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Contact Us

Michelle Morris, CFP® EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
617-934-0419 (phone)
617-934-1933 (fax)

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