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Joe Morgan

Best Financial Life
9000 Crow Canyon Rd Suite S177 Danville, CA 94506
925-389-3889
Member since: June 2020
Joe Morgan

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You will learn how to build your Best Financial Life by receiving:

  •  Our weekly blog, video and podcast that cover the same topic so you can learn however you prefer
  •  Access to FREE events such as monthly webinars
  •  Timely reminders about your Long-Term Portfolio Strategy

Live Your Best Financial Life

Financial planning for tech professionals with company stock ready to integrate it into their financial life.


        

Our Fiduciary Duty

Best Financial Life maintains a high-level of fiduciary responsibility. We are committed to providing the best advice according to our expertise, and will never accept commission from third-party entities. Our goal is to help you attain the comfort and success of financial fulfillment.

         

Your Investments Should Be Experienced

Your Investments Should Be Experienced

When investing, it is easy to be attracted to the various vehicles, sectors, and strategies that surround us. Wall Street (and other financial agitators) knows this and they invent new angles every day with the primary goal of getting into your pocket.


          

Use The Markets Like a Tool

Use The Markets Like a Tool

Investing has become a game to most, but it should never be approached this way. From meme stocks to crypto, many of you are being far too cavalier with your investments.


     

Realize That…You Just Don’t Know

Realize That…You Just Don’t Know

Having invested other people’s money for more than 30 years and studied other managers doing the same, it is clear to me that the markets cannot be beaten.


       

A Guarantee That’s Not Truly Guaranteed

A Guarantee That’s Not Truly Guaranteed

Do you want a guaranteed investment return? If you answered yes, I hope you added the condition that it depends on who is providing the guarantee and what that guarantee actually is.


         

Don’t Just Do Something!  Stand There!

Don’t Just Do Something! Stand There!

The annual update to DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) study confirmed once again that when we make moves in our portfolio, we are much more likely to be losers rather than winners.


         

Guns vs. Butter

Guns vs. Butter

We have limited resources, be they friends, family, money, skills, experience, or whatever. There is nothing we have that is without limit. The key to finding your own financial happiness is allocating your resources appropriately.

       

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