Oct
12

The Morgan Report Q3 2023 Review: Breaking Bad… Behavior

posted on October 12th 2023 in Financial Planning & Market Commentary with 0 Comments

Quick Quiz: What do you think I feel is the most important role as an advisor with my clients? Financial Planning Behavioral Coaching Investment Management Resource Due Diligence I’ll answer below but let me provide some insights first. A study by Russell Investments calculated the potential value of a financial advisor at 5.12% annually before […]

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Jul
13

The Morgan Report Q2 2023 Review: Sustained Motivation

Here are two observations I have on life: Motivation does not sustain itself. Discipline and continued effort is a challenge. Staying motivated in one specific area of your life is a very challenging proposition. In reality, we are multitaskers juggling the various demands of our lives and it’s next to impossible to always stay motivated […]

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Apr
12

The Morgan Report Q1 2023 Review: Trying To Be Super Awesome Is Not Sustainable

posted on April 12th 2023 in Financial Planning & Market Commentary with 0 Comments

Image of a LED stock market board.

When investing, it would be awesome to be super awesome all the time. Unfortunately, unlike the fictional world of Lake Wobegon or The Incredibles, reality is not very accommodating to over confident fantasies of perpetual awesomeness. As a father of a nine year old son, I’m cognizant of the dangers that superhero shows and movies […]

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Jan
11

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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Oct
17

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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Apr
18

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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Oct
20

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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