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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Nov
16

Saving Taxes the Smart Way

posted on November 16th 2016 in Austin CFP Team Posts with 0 Comments

Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]

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Nov
10

Investor Behavior Explained in 16 Hours

posted on November 10th 2016 in Austin CFP Team Posts with 0 Comments

“Trump Post-Election Investment Strategy” or “Investor Behavior Explained in 16 Hours”  Either of these titles are appropriate in consideration of President-Elect Donald Trump’s historic election win on Tuesday. This 16-hour period serves as perfect petri dish to explore the viral contagion that invades people’s emotions in irrational ways such that they can lead to false […]

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Oct
18

Morgan Smith Speaks at IIB Annual Investment Bankers Meeting

posted on October 18th 2016 in Austin CFP Team Posts with 0 Comments

Morgan Smith, WorthPointe Partner, was one of the featured speakers at the Independent Investment Bankers (IIB) Annual Investment Bankers Meeting, held at the UT Golf Club in Austin. Morgan spoke to approximately fifty investment bankers at the morning session on October 11 on the key financial issues for business owners planning to sell their business, […]

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Sep
01

Stocks: It’s Time To Sell

posted on September 1st 2016 in Austin CFP Team Posts with 0 Comments

The stock market indices have reached record highs recently and I just have a feeling it’s time to sell. Well, a little more than a feeling. I’ve seen some reports that it’s time to short equities (from an investing legend, mind you) and I have my own personal indicators I look at as well. I […]

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Apr
26

The Morgan Report 2016 Q1 Review: In Tension or Intention?

posted on April 26th 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

You’re intelligent, educated, and working toward success combined with a life balance and happiness. Things seem to be going well for the moment, but there’s an undercurrent of tension in your life with things changing, many future unknown variables, and time-constraints that limit your mental focus to the details and noise of today as opposed […]

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Jan
05

Conor McGregor: “Mystic Mac” And Market Forecasters

posted on January 5th 2016 in Austin CFP Team Posts & Market Commentary & WorthPointe News with 0 Comments

Conor McGregor, the recently crowned UFC Featherweight champion has taken the world by storm after his 13 second knockout of Jose Aldo who had successfully defended his belt for years and seemed unbeatable. The uber confident McGregor from Ireland is notorious for having his pre fight predictions outside of the ring coming true inside the […]

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