Oct
11

The Morgan Report Q3 2018: Trimming The Sails

posted on October 11th 2018 in Market Commentary & San Diego CFP Team Posts with 0 Comments

Inflation! Interest Rates Rising! Trade Wars! Recession! Have you seen any of these words in headlines lately? Of course you have, because advertisers need to get paid. Do you wonder how these future possibilities affect what you should be doing with your investment strategy? After years of a low interest rate, low inflation environment, and […]

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Mar
28

401(K) Fees: Grasping at Shadows

posted on March 28th 2018 in WorthPointe News with 0 Comments

“Beware that you do not lose the substance by grasping at the shadow.” — Aesop   A recent survey conducted by Charles Schwab & Co., Inc. revealed just how little people know about the fees they pay for their 401(k) plans. The survey of 1,000 investors found only 27 percent of them know their 401(k) […]

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Mar
19

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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Oct
08

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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