The Morgan Report Q4 2022 Review: The Year of Living Dangerously
Danger can be defined as “something or someone that may harm you.” My role working with families as a financial advisor is to help them try to avoid dangers involved in our financial world which I believe is interestingly influenced by emotional and psychological factors. A recent article in the New York Times, “Rookie Traders […]
Read ArticleThe Morgan Report Q3 2022 Review: The Best Is Yet To Come
Recently the International Monetary Fund’s (IMF) Chief Economist Pierre-Olivier Gourinchas, as a supplement to the IMF’s World Economic Outlook Report October 2022 stated in his blog that “Overall, this year’s shocks will re-open economic wounds that were only partially healed post-pandemic. In short, the worst is yet to come, and, for many people, 2023 will […]
Read ArticleThe Morgan Report Q2 2022 Review: Chaos – The True Norm
Once upon a time, everything was peaceful and all beings lived in harmony. Well, I don’t know when that moment occurred or if it ever will but it sure feels like recently, random acts that are detrimental to our quality of life are occurring more frequently both locally and globally. Of course, this can have […]
Read ArticleThe Morgan Report Q1 2022 Review: Stagflation – A Perspective
Quite often, people and investment managers select what they think are superior investments via seemingly well thought out analysis of the particular companies of interest and the macroeconomic conditions that affect them. “Obvious” picks seem to be readily apparent. The problem with this predictive approach, in my opinion, is that it is often the unknown […]
Read ArticleThe Morgan Report Q4 2021 Review: The Stewards Mindset
I’d like to submit that one of the goals in life is to evolve over time in such a manner that your perspective and insights are continually improving; some would call this wisdom. Whether this progression is in your spiritual, physical, or financial life, you, your family, and your community will be better served by […]
Read ArticleThe Morgan Report Q3 2021 Review — Crypto Breakthrough & Employee Stock Options
It’s not often investors are able to see the inner workings of a truly brilliant trading strategy in a cutting-edge sector of the investment world, in this case cryptocurrency. Many unique investment strategies are often driven by “black box” quantitative machines using computer algorithms investors aren’t privy to lest their secrets be revealed. This obfuscation […]
Read ArticleThe Morgan Report Q2 2021 Review – Invest in Coffee!
On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world’s biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue to climb. Or will they? I must admit I’m not a coffee achiever. My morning […]
Read ArticleThe Morgan Report Q1 2021 Review – An Advocate for Your Values
The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The positive throughout this is that it has forced us to minimize the noise in our […]
Read ArticleThe Morgan Report Q4 2020 Review – Lessons Learned
2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family, and emotional well-being. That’s great news, as there are many less fortunate who are still […]
Read ArticleHow does the makeup of Congress affect the stock market?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows regardless of which party controls Congress. The outcome of his research may surprise you. Watch […]
Read Article