The 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 ArticleAre investors only rewarded when one party holds the White House?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a president from a particular party is in office. You may be surprised at the outcome […]
Read ArticleHow do presidential elections affect the market?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a presidential election. You may be surprised at the outcome of his research. Watch here.
Read ArticleThe Morgan Report Q3 2020 Review – Get Your FAANG’s Out?
Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or even for a lifetime. Conversely, recent positive experiences might cause us to be overexuberant, and […]
Read ArticleWorthPointe Advisor Talks Financial Resilience on Podcast
WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to Taking Care of Aging Parents, Morgan provided some specific suggestions for businesses and individuals to […]
Read ArticleThe Morgan Report Q2 2020 Review: Walking The Dog
Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same path, but he just appears to be randomly going this way or that. The dog […]
Read ArticleHear From Morgan About Caring For Aging Parents
The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]
Read ArticleWorthPointe Advisor Authors Book on Caring for Aging Parents
Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving his personal experiences with his professional expertise, he provides plenty of food for thought about […]
Read Article