Sep
14

WorthPointe Advisor Talks Financial Resilience on Podcast

posted on September 14th 2020 in San Diego CFP Team Posts with 0 Comments

WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to Taking Care of Aging Parents, Morgan provided some specific suggestions for businesses and individuals to […]

Read Article
Apr
20

The Morgan Report 2020 Q1 Review : The Smell of Flowers Through A Mask

“Wow.” When I pause, look out the window, and think about the current state of affairs, that’s the word that most easily slides off the tongue — and I know those of you I’ve spoken with recently share that sentiment. There’s no question we’re all in this together and my first thoughts are for the […]

Read Article
Sep
20

Inverted Yield Curve: This Mystery Is History

posted on September 20th 2019 in San Diego CFP Team Posts with 0 Comments

Business person present to professional investor working new start up project. Finance managers meeting and discussion about analysis data on charts and graphs showing the results. Business finance, accounting and marketing concept

What dangers does the inverted yield curve pose to the stock market and what should you be doing with your investment portfolio? Read on and I’ll shed light on this issue. An inverted yield curve is a problem, right? Just look at some headlines and it seems self-evident.   Are We Near a Recession? The Godfather […]

Read Article
Jul
19

The Morgan Report 2019 Q2 Review: The Elegant Retirement Strategy

posted on July 19th 2019 in San Diego CFP Team Posts with 0 Comments

Elegance can be defined as having the following characteristics:  Pleasing Innovative Simple As a thought experiment, ask yourself how many of these characteristics embody your life today? Then ask yourself if this what you want your life to be — especially moving forward toward retirement. You’ve been working hard to take care of your family, […]

Read Article