Apr
24

Artificial Intelligence Investment Opportunities

posted on April 24th 2024 in Financial Planning & Market Commentary with 0 Comments

In a new video, CERTIFIED FINANCIAL PLANNING PROFESSIONAL ™ Morgan H Smith Jr., Partner & Advisor with WorthPointe discusses opportunities for investors to participate in the growing field of AI. A secret, it’s really his AI-generated avatar communicating his thoughts on this topic. His unique perspective comes from an academic and disciplined approach for long […]

Read Article
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 […]

Read Article
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 […]

Read Article
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 […]

Read Article
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 […]

Read Article
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 […]

Read Article