Jul
14

The Morgan Report 2025 Q2 Review: Your Health – When Is The Right Time To Start?

posted on July 14th 2025 in Financial Planning & Market Commentary with 0 Comments

I was speaking with a prospective client the other day. He is a physician, had been through a divorce years back, and is doing well, but admittedly “playing catchup” financially while working and maintaining his household with his new family. He has been trying to manage his investments and financial affairs on his own, but […]

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Jan
08

The Morgan Report 2024 Q4 Review: When Stats & Facts Don’t Add Up

posted on January 8th 2025 in Financial Planning & Market Commentary with 0 Comments

Report Stats

This quarter’s report will be a little different. I’ll provide you with some interesting statistics and facts on the overall economy that may give you perspective as we head into 2025. In truth, I find this type of information to be very interesting and intellectually stimulating and I thought it might be helpful for my […]

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Apr
24

Artificial Intelligence Investment Opportunities

posted on April 24th 2024 in Financial Planning & Market Commentary with 0 Comments

Advisor | Morgan H Smith

In a new video, CERTIFIED FINANCIAL PLANNING PROFESSIONAL ™ Morgan H Smith Jr., Partner & Advisor with WorthPointe discusses opportunities for investors to participate in the growing field of AI. A secret, it’s really his AI-generated avatar communicating his thoughts on this topic. His unique perspective comes from an academic and disciplined approach for long […]

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Oct
12

The Morgan Report Q3 2023 Review: Breaking Bad… Behavior

posted on October 12th 2023 in Financial Planning & Market Commentary with 0 Comments

Risk Graph on Laptop

Quick Quiz: What do you think I feel is the most important role as an advisor with my clients? Financial Planning Behavioral Coaching Investment Management Resource Due Diligence I’ll answer below but let me provide some insights first. A study by Russell Investments calculated the potential value of a financial advisor at 5.12% annually before […]

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Jul
13

The Morgan Report Q2 2023 Review: Sustained Motivation

Online Stats

Here are two observations I have on life: Motivation does not sustain itself. Discipline and continued effort is a challenge. Staying motivated in one specific area of your life is a very challenging proposition. In reality, we are multitaskers juggling the various demands of our lives and it’s next to impossible to always stay motivated […]

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