Jan
25

The Morgan Report Q4 2020 Review – Lessons Learned

posted on January 25th 2021 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

African American Businesswoman Working On Laptop In Office.

2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family, and emotional well-being. That’s great news, as there are many less fortunate who are still […]

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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 […]

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Apr
20

The Morgan Report 2020 Q1 Review : The Smell of Flowers Through A Mask

Young blonde woman smells cherry tree blossom through medical mask. Conceptual image of corona virus quarantine and allergy.

“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 […]

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Mar
13

Some Rational Thoughts

posted on March 13th 2020 in Market Commentary with 0 Comments

coronavirus concept.

You’ve seen the news and we have, too. In fact, we have a careful eye on everything going down – and up. We’ve been hearing from many of you about your concerns.  The market is clearly responding to new information as it becomes known, but the market is pricing in unknowns, too. As risk increases […]

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Feb
17

What You Need to Know about the SECURE Act

posted on February 17th 2020 in Market Commentary with 0 Comments

Young woman in coat sitting looking at view of United States Congress Capitol building, golden orange yellow foliage autumn fall trees on street during sunny day in Washington DC.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act became law during the last few weeks of 2019 and became effective on January 1. This measure, which affects anyone who has an IRA, includes the following significant changes: RMDs will begin at age 72, instead of 70½  — Required minimum distributions (RMDs) must be […]

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Oct
21

VFO Hub offers access to best-in-class tax specialists

posted on October 21st 2019 in Market Commentary with 0 Comments

Two business partnership coworkers analysis cost work progress and gesturing with discussing a financial planning graph and company financial during a budget meeting in office room.

What does it take to be able to help clients gain financial peace of mind? To me, it requires a great team of Certified Financial Planner™ professionals that has access to cutting-edge technology and best-in-class resources. As a new member of VFO Hub, we’ve added a significant information source to our advisors’ toolboxes — one […]

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Jul
17

The Randomness of Global Equity Returns

posted on July 17th 2019 in Market Commentary with 0 Comments

Investment opportunities exist all around the globe   Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year […]

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Mar
22

Getting to the Point of a Point

posted on March 22nd 2019 in Market Commentary & WorthPointe News with 0 Comments

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may […]

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Feb
11

Are You Sure You’re Saving Enough for Retirement?

posted on February 11th 2019 in Market Commentary with 0 Comments

When people think about wealth management, they often are thinking about retirement — and the singular financial goal of getting there. “How much do I need to live off in retirement?” they think, and then calculate a number from there. While that’s certainly a place to start, we recommend a more dynamic approach to your […]

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