Sep
18

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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Sep
08

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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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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