Jul
05

Do Robo-Advisors Dream of Electric Clients?

posted on July 5th 2017 in Market Commentary with 0 Comments

Austin Financial Planners: Do Robo-advisors dream of electric clients?

A Book Review: “Those who remain covet any living creature, and for people who can’t afford one, companies built incredibly realistic simulacra: horses, birds, cats, sheep. They’ve even built robot (“robo”) financial advisors. Immigrants to Mars receive robo advisors so sophisticated they are indistinguishable from true men or women. Fearful of the havoc these artificial […]

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Apr
13

The Morgan Report 2017 Q1: Reliability – The Next Wave In Investing

posted on April 13th 2017 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Everyone has a different perspective on people, values and philosophies they want to help guide them in life. As we grow and learn, we realize some associations or ideas we have had are unreliable; wisdom in part should be the letting go of these, replacing them with reliable associations. Reliability can be known both experientially […]

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Apr
02

Beverly Hills Physicians Turn To Fee-Only Fiduciary For Advice

posted on April 2nd 2017 in Austin CFP Team Posts with 0 Comments

Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]

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Feb
16

The Essentials of Selling Your Tech Business Webinar Tuesday February 28th with Morgan Smith

posted on February 16th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for  “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern. This webinar is part of an ongoing series by The Austin Dale Group […]

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Jan
13

The Morgan Report 2016 Q4 Review: Because Financial Planning Sucks

posted on January 13th 2017 in Austin CFP Team Posts with 0 Comments

Why can’t people release themselves from self-imposed constraints that hold them back from discovering the power of their personal future-selves in happiness, health, and wealth? Well, now we know. Because financial planning sucks. Here’s how I know. A recent consumer survey conducted by Voya Financial, found among other things that 37% of the respondents would […]

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Dec
18

Gold: Is It Worth Its Weight?

posted on December 18th 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Political upheaval, inflation pressure and uncertainty of global norms have recently resulted in a glitter on gold. Furthermore, the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) finally approved its new Shari’ah standards on gold, potentially opening up gold as investment for an additional 1.6 billion Muslim investors heretofore not able to invest in […]

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Nov
16

Saving Taxes the Smart Way

posted on November 16th 2016 in Austin CFP Team Posts with 0 Comments

Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]

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Nov
10

Investor Behavior Explained in 16 Hours

posted on November 10th 2016 in Austin CFP Team Posts with 0 Comments

“Trump Post-Election Investment Strategy” or “Investor Behavior Explained in 16 Hours”  Either of these titles are appropriate in consideration of President-Elect Donald Trump’s historic election win on Tuesday. This 16-hour period serves as perfect petri dish to explore the viral contagion that invades people’s emotions in irrational ways such that they can lead to false […]

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