3 Important Investment Mistakes to Avoid in 2015 and Beyond by Morgan Smith
Mistake #1: Diversifying by Hiring Multiple Financial Firms Many investors want their investments diversified. This is a good thing for those who want to reduce many of the risks associated with investing, but the mistaken perception of what diversification actually means causes investors to have some strange ideas.One of the things I’ve heard people […]
Read ArticleThe Morgan Report 2015 Q1: What The Buddha Taught
For some, the mind is a battlefield. For others, it’s a tranquil pond. The difference between those two states is a personal journey that involves both the mind and the heart. And, you are never completely in one state or the other; it takes continued effort and discipline over time to get the results you […]
Read ArticleThe Morgan Report Q4 2014: The Asset Allocation Paradox
Investing in asset-allocated portfolios is truly an absurd notion, a paradox. Do I have your attention? Haven’t I been asserting for years that asset-allocated portfolios are the best strategy to invest for long-term investors who desire gain but cannot afford significant losses? Yes. So let’s […]
Read ArticleMLPs: Master Limited Partnerships or Making Little Profit?
Publicly traded partnerships—also known as Master Limited Partnerships or MLPs—represent an asset class with more than 100 names and over $500 billion in market cap. Their presence is undeniable, yet their form and function have accumulated a high degree of mystery in […]
Read ArticleAn Out-Of-The Box Idea Helps Couple Retire
In this article, featured in The Wall Street Journal, our own Morgan H. Smith offers a husband and wife some out-the-box advice to help ensure their retirement. Click here to read the entire article–> Advisor Sends Couple On A Road Trip
Read ArticleThe Morgan Report 2014 Q3: Cult of Personality
People often look for the secrets in life: the secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]
Read ArticleThe Morgan Report 2014 Q2: Hunger Games
Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]
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