Joe Morgan @BestFinLife

Uniquely qualified to provide customized financial planning & advice, at Best Financial Life, we act as an educator & guide for women in charge of finances. bestfinlife.com Danville, CA Joined May 2015

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Joe Morgan @BestFinLife

6 years ago

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. bestfinlife.com/rely-on-the-wi… #DanvilleFinancialAdvisor

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Joe Morgan @BestFinLife

6 years ago

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. bestfinlife.com/rely-on-the-wi… #FundManager #FinancialAdvisorDanville #Danville #Wisdom #FinancialPlanning

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Joe Morgan @BestFinLife

6 years ago

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. bestfinlife.com/rely-on-the-wi… #DanvilleFinancialAdvisor #FinancialAdvisor #Investment

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Joe Morgan @BestFinLife

6 years ago

“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. bestfinlife.com/7-mistakes-inv…

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Joe Morgan @BestFinLife

6 years ago

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 bestfinlife.com/7-mistakes-inv…

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Joe Morgan @BestFinLife

6 years ago

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. bestfinlife.com/7-mistakes-inv…

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Joe Morgan @BestFinLife

6 years ago

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. buff.ly/3drujcH

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Joe Morgan @BestFinLife

6 years ago

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 buff.ly/3drujcH

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Joe Morgan @BestFinLife

6 years ago

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Joe Morgan @BestFinLife

6 years ago

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. buff.ly/3fh0U6t #DanvilleFinancialAdvisor

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Joe Morgan @BestFinLife

6 years ago

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Joe Morgan @BestFinLife

6 years ago

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Joe Morgan @BestFinLife

6 years ago

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. buff.ly/3fh0U6t #FinancialPlan #FinancialAdvisorDanville

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Joe Morgan @BestFinLife

6 years ago

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! buff.ly/3fh0U6t

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Joe Morgan @BestFinLife

6 years ago

@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?