Oct
27

How does the makeup of Congress affect the stock market?

posted on October 27th 2020 in San Diego CFP Team Posts with 0 Comments

American Capital Building in Washington DC .

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 Article
Oct
22

Are investors only rewarded when one party holds the White House?

posted on October 22nd 2020 in San Diego CFP Team Posts with 0 Comments

white house in the park DC

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 Article
Oct
20

How do presidential elections affect the market?

posted on October 20th 2020 in San Diego CFP Team Posts with 0 Comments

Businessmen and investors and work

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 Article
Oct
14

The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

posted on October 14th 2020 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

Up view in financial district, Manhattan, New York

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 Article
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