The Morgan Report Q4 2022 Review: The Year of Living Dangerously

posted on January 11th 2023 in Financial Planning & Market Commentary with 0 Comments

Danger can be defined as “something or someone that may harm you.” My role working with families as a financial advisor is to help them try to avoid dangers involved in our financial world which I believe is interestingly influenced by emotional and psychological factors. A recent article in the New York Times, “Rookie Traders […]

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The Morgan Report Q3 2022 Review: The Best Is Yet To Come

posted on October 17th 2022 in Financial Planning & Market Commentary with 0 Comments

Recently the International Monetary Fund’s (IMF) Chief Economist Pierre-Olivier Gourinchas, as a supplement to the IMF’s World Economic Outlook Report October 2022 stated in his blog that “Overall, this year’s shocks will re-open economic wounds that were only partially healed post-pandemic. In short, the worst is yet to come, and, for many people, 2023 will […]

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The Morgan Report Q1 2022 Review: Stagflation – A Perspective

posted on April 18th 2022 in Financial Planning & Market Commentary with 0 Comments

Quite often, people and investment managers select what they think are superior investments via seemingly well thought out analysis of the particular companies of interest and the macroeconomic conditions that affect them. “Obvious” picks seem to be readily apparent. The problem with this predictive approach, in my opinion, is that it is often the unknown […]

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The Morgan Report Q3 2021 Review — Crypto Breakthrough & Employee Stock Options

posted on October 20th 2021 in Financial Planning & Market Commentary with 0 Comments

It’s not often investors are able to see the inner workings of a truly brilliant trading strategy in a cutting-edge sector of the investment world, in this case cryptocurrency. Many unique investment strategies are often driven by “black box” quantitative machines using computer algorithms investors aren’t privy to lest their secrets be revealed. This obfuscation […]

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How Long-Term Care Insurance Can Add Value to Your Financial Plan

posted on August 3rd 2021 in Financial Planning with 0 Comments

Happy multi-generation family with a dog at home.

If you’re under age 50, it may be difficult to imagine your health condition and medical needs decades into the future. However, when analyzing the need and benefits of long-term care insurance, perhaps it’s easier to recall a personal experience with a parent or grandparent who needed long-term medical assistance later in life. The financial […]

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What Is a Deferred Sales Trust and Why You May Consider One

posted on July 19th 2021 in Financial Planning with 0 Comments

Smiling businessman standing on an office balcony using a tablet.

If you’re not familiar with a Deferred Sales Trust (DST), you’re not alone. While it may be a relatively unknown strategy, a DST, similar to an installment sale, can help mitigate significant tax liability for certain individuals. Primarily used by business owners and real estate investors, the proprietary tool is a flexible and valuable way […]

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Does Your RIA Support Your Entrepreneurial Spirit?

posted on September 29th 2020 in Financial Planning with 0 Comments

Business man and women looking at a piece of paper.

Let me guess… You became a financial advisor because you want to help families secure their financial futures. You envisioned yourself coming to work every day fired up about helping your clients accomplish their dreams.  But you’ve hit a roadblock. The RIA you work for is squashing every ounce of passion you have. You feel […]

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