Robo Investing: The Dealer and Junkie

posted on March 19th 2018 in WorthPointe News with 0 Comments

I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing   These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]

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Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award

posted on October 8th 2017 in Austin CFP Team Posts & San Diego CFP Team Posts with 0 Comments

Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on Wednesday, October 25, 2017. He has taught engineering, leadership and management as an Assistant Professor […]

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The Mindfulness of Being Financially Successful

posted on September 18th 2017 in Austin CFP Team Posts with 0 Comments

“Mindfulness doesn’t do any good unless there’s discipline attached to it.” We became financial advisors first and foremost to provide our clients with fulfilled, happy lives. Austin Partner Morgan H. Smith discusses the important role that mindfulness plays in your financial life and how a financial advisor can guide you in financial discipline.

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Hurricane Harvey Retirement Plan Loan Relief

posted on September 8th 2017 in Austin CFP Team Posts with 0 Comments

The IRS has just announced some relief for certain verification procedures for those needing to take hardship loans and distributions from their qualified retirement plans due to Hurricane Harvey. In IRS Announcement 2017-11, the IRS lays out the rationale and stipulations of the relief. There are specific restraints on what can normally be deemed a […]

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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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