Dalton Chandler

Dalton Chandler Working with our in-house tax professional we can maximize the tax efficiency of your plan. Determine your risk levels. Build an investment policy statement.

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 for clients. MRA offers access to a Certified Financial Planner (CFP(R)) who can analyze your financial position and consider the influence of factors like your cash flow

, debt positions, volatility protections and estate plan. Within the MRA Wealth Management Process some of the central steps are:

Evaluation of your current investments. Review action plans for your investments. Apply your wealth management strategy. Track your progress.

10/09/2025
The stock market and the economy are often conflated or discussed interchangeably, but in doing so, we fail to acknowled...
08/04/2022

The stock market and the economy are often conflated or discussed interchangeably, but in doing so, we fail to acknowledge the important differences between them and what the implications of those differences are for investors and consumers. Read more about it here.

For the past few months, the stock market has been on shaky footing, but many economic reports (except for inflation) have been good. This fact has left

The Federal Reserve just announced another 75 basis point rate hike. From mortgage and auto loan rates to the interest y...
08/03/2022

The Federal Reserve just announced another 75 basis point rate hike. From mortgage and auto loan rates to the interest you earn on your savings, here’s how you’re likely to be impacted by the most recent round of rate hikes.

The Fed raised interest rates by another three-quarters of a point. Here's how that affects borrowers and savers now and down the road.

If you haven't yet thought about retirement planning, now might be the perfect time to do so. Here are 9 of the top reti...
07/31/2022

If you haven't yet thought about retirement planning, now might be the perfect time to do so. Here are 9 of the top retirement initiatives for 2022.

Diverting a portion of your paycheck into a tax-advantaged retirement savings plan can help grow your wealth for your golden years.

Stocks, bonds, and cash assets each work in their own unique way and serve a different function within an investment por...
07/28/2022

Stocks, bonds, and cash assets each work in their own unique way and serve a different function within an investment portfolio. Here’s an in-depth look at how these investment classes tend to perform over the long term.

Stocks For the Long Run Posted July 15, 2022 by Ben Carlson I don’t believe there is one singular way to invest your money. If there was everyone would invest that way. Every strategy and philosophy has its pros and cons. The good strategy you can stick with is far superior to the great strategy y...

Consumer inflation in the US climbed to 9.1% last month—higher than it’s been in 40 years—buoyed by surging gasoline pri...
07/28/2022

Consumer inflation in the US climbed to 9.1% last month—higher than it’s been in 40 years—buoyed by surging gasoline prices, in particular. Will the Fed change course or double down on its hawkish position? Learn what implications this bears for the Fed’s upcoming meeting.

Inflation reached its highest rate in nearly 41 years in June. Prices were up broadly across the economy, with gasoline far outpacing other categories.

Bear markets present an opportunity to get into the market at somewhat of a discount. Learn how you can capitalize on in...
07/28/2022

Bear markets present an opportunity to get into the market at somewhat of a discount. Learn how you can capitalize on investment opportunities during periods of market downturn.

Stocks have entered a bear market after months of volatility. Many investors may, understandably, be feeling uneasy seeing losses.

Given today’s inflation and high interest rates, earning returns that you feel good about can be a challenge. Series I s...
07/28/2022

Given today’s inflation and high interest rates, earning returns that you feel good about can be a challenge. Series I savings bonds could present an opportunity for you to lock in favorable returns, but there are important tax implications to consider.

Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex.

Should you consider adding more bonds to your portfolio? The bond market’s recent swoon may have tested investors’ resol...
05/24/2022

Should you consider adding more bonds to your portfolio? The bond market’s recent swoon may have tested investors’ resolve, but don’t lose sight of why you hold bonds in the first place.

Investors' personal motives for buying bonds should inform what they do next.

Address

Parsippany, NJ
07054

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

(973) 339-1092

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