The first quarter was the clichéd roller coaster ride.  The market climbed steadily in January and February and in March, it rolled over, up and down and up.  It reminds me of when my son was 10 years old and we stopped into Busch Gardens on a chilly spring day.  The park was empty.  We […]

There are so many variables in a functioning economy that it is impossible to tell just exactly what is coming.  Leading economic indicators were once reliable and significant declines in these key indicators over successive periods often predicted a recession.  We feel that relationship broke down in 2022 and, despite all the predictions by economists, […]

Employees from Morgia Wealth Management are often asked to give talks to groups in the North Country.  On February 28th, Shane Simser and John Johnson were invited to speak about community leadership to the Jefferson Leadership Institute.  The Greater Watertown North Country Chamber of Commerce hosted the event at the 1812 on the River in […]

What is Financial Housekeeping? We are often asked by potential clients, “what does it take to invest with you?” Our answer is always the same.  Is your financial house in order? Are you aware of all the aspects of your financial life? Are you comfortable with them? Are they under control? What exactly does that mean? Morgia […]

Close to retirement and wondering if your asset allocation needs to change?  Concerned about the recent gains the market and wondering if at retirement you need to totally change your outlook to something conservative? This is a question that we get all the time from clients.  We work with many clients who are approaching retirement […]

My spouse makes a lot more money than I do, what happens to me and my young family if something terrible happens to her?  How do I provide for my family and plan for the future?  I have kids and a mortgage – what should we do? We get this question all the time, especially […]