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Investing

January 21, 2021 by Michelle Morris

What can we learn from the stock market in 2020?

We just finished one of the most tumultuous years in modern history. A global pandemic. Widespread civil unrest tied to policing and racial justice. A disputed presidential election marked by hyper-partisanship. Despite these challenges, the year demonstrated resilience of people, institutions, and financial markets. The 2020 global stock market with selected headlines*. (Click the graph to enlarge)Investors saw sharp swings in the stock market. The decline early in the year was sharp and swift. But despite a sequence of epic events and continued concerns over the pandemic, global stock market returns in 2020 were above their historical norm.What are some …

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November 2, 2020 by Michelle Morris

Two Years Later – Micro Investing with Acorns

Two 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 and continues on today. 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 spare change. Enter the micro investing app Acorns which invests your digital spare change. Two years ago, I signed up for Acorns and linked my checking account. The checking account is my “funding source”. Then I linked my …

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September 25, 2020 by Michelle Morris

Should you change your investments because of the election?

The first Presidential election I can remember was 1972. McGovern vs. Nixon. I was in first grade at Lincoln Elementary School in Aberdeen, South Dakota.The day before the election, my teacher Mrs. Dutt told us we would all vote the next day. That evening I excitedly told my parents I was going to vote for McGovern, since he was from South Dakota.They solemnly told me I should vote for Nixon.But the next day I put the ‘X’ in the purple mimeographed square next to the donkey and George McGovern’s name. Of course my vote didn’t count, but my parents’ votes did -- McGovern lost in a landslide, not even carrying his home state. In the end, it didn’t turn out so well for Nixon either.Once again, …

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October 18, 2019 by Michelle Morris

A Year Later- Micro Investing with Acorns

A year 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 and continues on today. But here in the 21st century we don’t have a lot of cash transactions, and therefore not a lot of spare change. Enter the micro investing app Acorns which invests your digital spare change. A year ago, I signed up for Acorns and linked my checking account. This is my “funding source”. Then I linked my credit card. You can link more than one card including debit cards. For every transaction on the linked card and the funding source, Acorns “rounds-up”. …

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August 9, 2019 by Michelle Morris

The News is Dreary – Should You Still Be in the Stock Market?

Last week trade wars were and still are in the news. Dow Falls 800 as Yuan Reels, Trump Jabs at China Last weekend horrific news of two more mass shootings in the US. Mass Shootings in ElPaso, Dayton Leave 31 Dead Data hacks, overdoses, deadly weather, shark sightings..... The drumbeat of bad news never ceases. As I write this mid-day on 8/5/19 the CRSP US Total Stock Market Index (effectively the entire publicly traded US stock market) has fallen 5 days in a row, and today looks to be another down day. However, year-to-date the index is still up. I love this terrific video from Loring Ward* "The Best Time to Invest 1927-2017". It gives some perspective about the …

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From The Blog

  • What can we learn from the stock market in 2020?
  • Can money buy happiness? Maybe.
  • Help Those in Need this Year and Get a (Small) Tax Break
  • Two Years Later – Micro Investing with Acorns

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From the Blog

  • What can we learn from the stock market in 2020?
  • Can money buy happiness? Maybe.
  • Help Those in Need this Year and Get a (Small) Tax Break

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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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