Jul
23

The Morgan Report Q2 2021 Review – Invest in Coffee!

The 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 […]

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Apr
19

The Morgan Report Q1 2021 Review – An Advocate for Your Values

Couple consulting with a female financial manager at the bank

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 […]

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Jan
25

The Morgan Report Q4 2020 Review – Lessons Learned

posted on January 25th 2021 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

African American Businesswoman Working On Laptop In Office.

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 […]

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Oct
27

How does the makeup of Congress affect the stock market?

posted on October 27th 2020 in San Diego CFP Team Posts with 0 Comments

American Capital Building in Washington DC.

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 […]

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Oct
22

Are investors only rewarded when one party holds the White House?

posted on October 22nd 2020 in San Diego CFP Team Posts with 0 Comments

white house in the park DC.

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 […]

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Oct
20

How do presidential elections affect the market?

posted on October 20th 2020 in San Diego CFP Team Posts with 0 Comments

Businessmen and investors and work.

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.

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Oct
14

The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

posted on October 14th 2020 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

Up view in financial district, Manhattan, New York.

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 […]

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Sep
14

WorthPointe Advisor Talks Financial Resilience on Podcast

posted on September 14th 2020 in San Diego CFP Team Posts with 0 Comments

Morgan Smith smiling at his desk next to open laptop.

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 […]

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May
27

Hear From Morgan About Caring For Aging Parents

posted on May 27th 2020 in WorthPointe News with 0 Comments

closeup of an old caucasian man and an old caucasian woman sitting in a couch holding hands with affection.

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 […]

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