How does the makeup of Congress affect the stock market?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows regardless of which party controls Congress. The outcome of his research may surprise you. Watch […]
Read ArticleAre investors only rewarded when one party holds the White House?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a president from a particular party is in office. You may be surprised at the outcome […]
Read ArticleHow do presidential elections affect the market?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a presidential election. You may be surprised at the outcome of his research. Watch here.
Read ArticleThe Morgan Report Q3 2020 Review – Get Your FAANG’s Out?
Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or even for a lifetime. Conversely, recent positive experiences might cause us to be overexuberant, and […]
Read ArticleWorthPointe Advisor Talks Financial Resilience on Podcast
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 ArticleThe Morgan Report Q2 2020 Review: Walking The Dog
Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same path, but he just appears to be randomly going this way or that. The dog […]
Read ArticleThe 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 ArticleThe Morgan Report 2019 Q3 Review: Conviction & The Mission
It’s always good to step back and get perspective. The stress and anxiety of our daily lives can often lead people to excessively focus on the wrong things, causing them to completely forget about the overall mission. My mission is clear and committed: partnering with my clients for long-term financial and life success. There’s a […]
Read ArticleInverted Yield Curve: This Mystery Is History
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 ArticleThe Morgan Report 2019 Q2 Review: The Elegant Retirement Strategy
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, […]
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