Joshua Morgan
Evansville

8600 University Blvd

Evansville, IN 47712

+1 (812) 252-4300
joshmorgan@capitalwealth.com

About Joshua Morgan

Joshua Morgan is a highly experienced Wealth Manager based in Evansville, Indiana. With over 31 years of experience in the financial industry, Joshua has built a reputation for providing expert guidance and advice to his clients. As a Certified Financial Planner (CFP), Joshua's qualifications speak for themselves. He has extensive knowledge and expertise in various areas of wealth management, allowing him to assist individuals and families in achieving their financial goals. In his free time, Joshua enjoys indulging in hobbies such as reading books, camping, and practicing meditation, reflecting his commitment to personal growth and well-being beyond the realm of finance.

Insights

June 1, 2022

Navigating Market Volatility: Strategies for Investors

Discover effective strategies for investors to navigate market volatility. Understand how to make informed decisions during uncertain times and maximize your financial gains. Learn about risk management techniques, diversification, and other tools to help you stay on track with your investment goals. Stay ahead of the curve and take advantage of market fluctuations with these valuable insights.

March 18, 2023

Healthcare Innovation: Investing in the Future

Discover the future of healthcare innovation and how investing in this sector can lead to transformative advancements. This informative article explores the latest trends, technologies, and strategies that are shaping the healthcare landscape. From telemedicine to AI-driven diagnostics, learn about the exciting opportunities for investment in this rapidly evolving industry. Stay ahead of the curve and explore how cutting-edge advancements are revolutionizing healthcare delivery and improving patient outcomes".

August 25, 2022

Investing in Artificial Intelligence: Sector Analysis

Explore the world of artificial intelligence (AI) in this insightful sector analysis. Discover the latest trends, opportunities, and challenges involved in investing in AI technologies. Gain valuable insights into key sectors where AI is making significant impacts, such as healthcare, finance, manufacturing, and more. Stay ahead of the curve by understanding the potential growth and investment opportunities in this rapidly evolving field.

September 11, 2022

Sustainable Investing: Aligning Values and Portfolios

Discover the power of sustainable investing and how it allows individuals to align their values with their investment portfolios. Dive into the world of socially responsible investing, exploring strategies that promote both financial growth and positive environmental or social impact. Learn how investors can make a difference by supporting companies focused on sustainability while enjoying potential returns on their investments. Explore the concept of aligning values with portfolios in this insightful article about sustainable investing.

Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+18122524300
joshmorgan@capitalwealth.com