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Portfolio Management: Planning Ahead at Morris Retirement Advisors

  • Dividend Investments
  • 10 Months ago
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Portfolio Management: Planning Ahead at Morris Retirement Advisors

By Richard Cox

For dividend investors, one of the most important aspects in retirement planning involves the ability to find long-term value in any financial markets environment.  Currently, the S&P 500, Dow Jones Industrials, and NASDAQ are all trading at extremely elevated levels, and investors are looking to find ways of shielding themselves from potential market volatility in the years ahead.  But what is important to remember is that there are still valuable stocks trading at reasonable levels if you have an investment strategy that can separate the best stocks from the rest of the market.

Initially, the current trends in stocks should be compared to what is typically seen in other asset classes.  Market analysts will often cite the differences seen in stocks when compared to the returns generated by commodities and real estate investments.  But over the last few years, we have seen some important disconnections between the performances in US stocks and industrial metals commodities.  Stock prices have moved sharply higher while the commodities and real estate sectors have languished, and this suggests strength for retirement investors that are looking to position in equities.

Historical Returns

Historically, the average stock returns in the S&P 500 come in at roughly 10% annually.  This far surpasses the average levels of inflation, so this means that traditional stock investments have been an excellent choice over time.  But what some of these numbers fail to address is the fact that these broad periods have also been met with significant volatility at some stages, and this can pose a risk for investors that are entering into their retirement years.  At the Morris Retirement Advisory, the portfolio performance shown much more stable trends.  

Morris Retirement Advisors is an independent Registered Investment Advisory firm with the aim of designing a comprehensive financial plan and risk management strategy that will provide a path to hassle free financial independence clients.  MRA offers access a Certified Financial Planner (CFP®) that can analyze your financial position and consider the influence of factors like your tax levels, cash flow, debt positions, volatility protection and estate plans.  A team of professionals will then accordingly design a unique strategy for each client with the help of financial planning tools.

Within the MRA Wealth Management Process, here are some of the central steps:

  • Evaluation of Your Current Investments
  • Determine Risk Levels
  • Build an Investment Policy Statement
  • Review Action Plans for Your Investments
  • Apply Your Wealth Management Strategy
  • Track Your Progress

MRA focuses on helping clients to manage investment risk according to their individual needs and enable clients to achieve their financial goals.  From financial planning to wealth management, taxes, and insurance the firm generates gross annual revenues of $2.2 million and Morris Retirement manages approximately $200 million in client assets.  With a mission of simplifying financial planning and wealth management across generations, their unique strategic process is delivered through a tailored service model according to clients needs in meeting financial goals. 

This enables clients to then apply the results to retirement and estate planning and improve investment and lifestyle activities.  Potential clients can receive a free portfolio risk analysis, free personal tax or business tax analysis on their website MorrisRetirementAdvisors.com.

Morris Retirement is now an independent investment advisory firm registered with the Securities Exchange Commission (SEC) and so they now have better access to the market in delivering their high-standard services to clients.  Improvements have also been seen in greater access to investment products, technology outlets, financial planning services, tax preparation, and insurance.  

Retirement strategies are streamlined using their financial planning tools that show clients a clear financial picture of the broader economic environment.  This is accomplished using a sophisticated digital wealth management portal so that clients can easily view their individual financial reality in clearer ways.  This type of investment strategy can help both client and advisers to review gaps and opportunities that are likely to become available in the market.







3799 US Hwy 46, Suite 100 Parsippany, NJ 07054

And 13 Main St, Floor 1 Sparta, NJ 07871

For registration status please click on the below link: –


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