Market Commentary March 2015
In the midst of 2008-09’s downward economic spiral, gloom, and talk the economy could enter a Great Depression, the S&P 500 Index ended March 9, 2009 at 676.53, according to data provided by the St. Louis Federal Reserve. Few predicted at the time that stocks had put in a bottom, and investors had just given […]
Read ArticleMarket Commentary February 2015
Volatility is a word analysts throw out frequently when markets gyrate sharply over a short period of time. One day it’s sheer ecstasy and the next day if feels like despair. Investopedia defines it this way: “Volatility refers to the amount […]
Read ArticleThe Morgan Report Q4 2014: The Asset Allocation Paradox
Investing in asset-allocated portfolios is truly an absurd notion, a paradox. Do I have your attention? Haven’t I been asserting for years that asset-allocated portfolios are the best strategy to invest for long-term investors who desire gain but cannot afford significant losses? Yes. So let’s […]
Read ArticleMarket Commentary January 2015
What a predictable and very unpredictable year 2014 was. Yet, that could be said about every year! For starters, the U.S. economy picked up steam throughout 2014, and the S&P 500 Index racked up another double-digit gain following 2013’s 30% advance. The economic forecast was reasonable. Though a call for another double-digit advance may have […]
Read ArticleThe Morgan Report 2014 Q3: Cult of Personality
People often look for the secrets in life: the secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]
Read Article“We asked a palm reader and a financial adviser how to handle our money” in Market Watch
While we don’t necessarily agree with the writer’s conclusion we are happy to have been used as a source. “We asked a palm reader and a financial adviser how to handle our money.” Written by Priya Anand Market Watch
Read ArticleThe Morgan Report 2014 Q2: Hunger Games
Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]
Read ArticleNewsletter- Second Quarter 2014
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Read ArticleWarren Buffett Discusses Common Investor Mistakes
In a recent article for USA Today, investor Warren Buffett shared what he feels are the three biggest mistakes that investors make. To read this list, and the article in full, click here.
Read ArticleProfessor Fama’s Nobel Prize, WorthPointe, and You
by Scott O’Brien, CFP® Director of Wealth Management We are thrilled to share news that University of Chicago Professor and Dimensional Fund Advisors board member Eugene F. Fama has been named a co-recipient of the 2013 Nobel Prize in Economic Sciences, in recognition of his contributions to the “empirical analysis of asset prices.” It’s about […]
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