The Morgan Report Q2 2018 Review: 6 Tips to Take Care of Aging Parents and Loved Ones
Are there many important things to be done when a parent is declining in health that you don’t read about too often? Most definitely — and I’d like to share some lessons learned that might help those of you who find yourself in this situation. There is plenty of information to be had on the […]
Read ArticleThe Morgan Report Q1 2018: Volatility vs. Security
People want a sense of security — emotionally, physically and financially. The truth of life is that we try to manage a tightrope walk between chaos and order. If somehow we can incrementally achieve some order in a life that seems to gravitate toward chaos, we accomplish a great deal in creating a foundation for […]
Read Article401(K) Fees: Grasping at Shadows
“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) […]
Read ArticleRobo Investing: The Dealer and Junkie
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 […]
Read ArticleThe Morgan Report 2017 Q4 Review: Wisdom Of The Elders
The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better. With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients and our experiences together, and our elders. This is for you, a shared treatise on […]
Read ArticleThe Morgan Report 2017 Q3 Review: New Market Highs & Investment Strategy
First a quick note, I’m honored to have been selected as a finalist for the San Diego Business Journal’s 2017 Veteran & Military Entrepreneur of the Year Awards. I’m honored to be in the company of some fine men and women who are making a difference. With new market highs, many investors want to try […]
Read ArticleMindfulness & Discipline: Essential Ingredients for Successful Investing
I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are very focused on the activities that will get you there. You are mindful of the […]
Read ArticleMorgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award
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 […]
Read ArticleThe Mindfulness of Being Financially Successful
“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.
Read ArticleHurricane Harvey Retirement Plan Loan Relief
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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