Offices Conveniently Located In:
Boyertown, Pa and Oley, PA
Phone: 610.367.9000 • Fax: 610.473.9078

Ask Morgan Financial


Investor Profile


Latest News: View All »

  • 12/1/2012 - Do you have “WILL” Power? So you have a written will.  Good for you!  Fortunately, or unfortunately, you have done more than other people.  It’s very sad that many people start the will process after they have been personally affected by an event close to them.  Don’t follow in these footsteps. Many people feel that “everything” goes to the kids.  That may be true.  But how old are they?  Can they manage those assets?  What about a house or other personal ...
  • 5/1/2012 - The Road To College Remember when a college education was reasonably priced? Those days are gone, and that's why college planning is so important. Between 2001 and 2006 the average tuition and fees at four-year public colleges and universities increased by 35%. The average tuition for private colleges increased 32% between 1996 and 2006 (according to the College Board).How soon is too soon? It is never too soon to begin saving for your child's education. Many parents start as soon as a child is born. Some parents ...
  • 4/1/2011 - Lady Bears...Thanks! This month I decided to take a break from giving you insight on financial issue to highlight a very special group of young women.The Lady Bears high school basketball team just completed their best season in school history! They may have not won the state championship but they deserve to called winners.A brief recap in case you just flew back from enjoying a southern winter. This team of girls of all ages NEVER gave up. They fought every single minute to get to the district playoffs. At that ...
  • 3/1/2011 - To pay or not to pay What a question!  You sell your house, you retire or you inherit a large sum of money.  Maybe, unfortunately, you are a corporate downsizing victim or a recipient of funds from a divorce or other misfortune.  Either way, there are many decisions you are facing regarding these funds.  Whatever you do, have patience and get assistance. Is it best to pay off your credit cards?  What about your car or your house.  There are many things to consider, such as interest ...
  • 2/1/2011 - Be Prepared For The Worst...Or Else! I recently informed you about some changes to be aware of regarding planning for your unlikely death. It's not pleasant to discuss but very necessary to avoid complications for the people you truly cherish.Here are a few things to consider. How would you answer the following questions: In the event you and your spouse die at the same time (in a common accident, for example), at what ages would you want property to be available to your children without restriction? At this time, should the need ...
  • 11/1/2010 - Estate Tax Changes Review NOW! There is a chance that the repeal of the estate tax will terminate at the end of this year.  This means rates will return to the days of 2002.  It's right around the corner so start preparing now or major consequences could occur.  Here are a few things to consider. First, list all charitable organizations (including schools and universities) you expect to mention in your estate plan and the type or amount of property you intend them to receive. Next, keep complete information ...
  • 3/1/2010 - Back To Reality...Again The recent stock market boom has been a real treat for people invested in equities. Those individuals that have avoided stocks because of the risk have been second guessing their motives over the last few years.Well now those "safe" investors have a chip on their shoulder after the stock market plunge in late July. Everywhere you turn people say, "See, I told you the stock market was overvalued, I knew it. You should have listened to me!" Pay attention because I will help you seal lips.First, ...
  • 12/1/2009 - It’s All Risky…..Isn’t It? We hear it all the time. We see it on every business channel. Our friends tell us at social events. Parents say it at our children’s sporting events, "Stocks are risky!!!" OK, tell me something I don’t know.  Bonds are safe….wrong! You can’t go wrong with real estate…incorrect! We are in a very “interesting” economic environment right now and everyone seems to have an opinion. Here’s my thoughts.. Every investment has risk. If you ...

Transforming Your Financial Visions...into Reality

Advantage Highlights:

  • Offering clients extensive information of the financial services industry
  • Servicing a wide range of client needs, from simple to complex strategies
  • Providing regular reviews of your financial data
  • We are 100% committed to unbeatable customer service

"We have designed our business to provide you with the resources necessary to help you reach the financial goals you desire in an ever-changing society."

Check out the background of firms and investment professionals on FINRA's BrokerCheck

Cambridge and Morgan Financial, Inc. are not affiliated. 

We are licensed to sell securities in the following states: Alabama, California, Delaware, Florida, Kentucky, Mississippi, North Carolina, Tennessee, Pennsylvania, Utah

We are licensed to sell insurance in the following states: Pennsylvania 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated.

Copyright ©2013-2016Morgan Financial

Designed and powered by Media Fusion Technologies, Inc.