HSAs an Investment Account
Matthew Morris Matthew Morris

HSAs an Investment Account

Most people use an HSA like a debit card for copays. Used differently, it's the most tax-efficient retirement account in the code: max it, invest it, pay medical bills from cash flow, and save every receipt. Here's the whole strategy, plus the newly expanded list of what counts as a qualified expense.

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Investing Isn’t Physics
Matthew Morris Matthew Morris

Investing Isn’t Physics

A wing of an airplane, when subjected to the same conditions, always responds in the same way . Markets almost never do.

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How to Fire Me
Matthew Morris Matthew Morris

How to Fire Me

The number one fear about hiring an advisor is getting stuck with one. So here are the actual instructions for firing me: every step, no hard feelings, and the day you give notice, billing is over.

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Ways to Save for Your Kids
Kids, Investing Matthew Morris Kids, Investing Matthew Morris

Ways to Save for Your Kids

There are more ways than ever to set money aside for a child, including the new Trump Accounts that opened this year. Here is how four common options compare, what each does well, and the downsides worth knowing before you pick one.

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Office Grand Opening
Matthew Morris Matthew Morris

Office Grand Opening

Multipath Wealth Management is now open above SOCO Gather in Columbia's BullStreet District. A look at the new office space.

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