All of us here at WorthPointe wish to congratulate Prof. Eugene Fama for winning the Nobel Prize in Economics. Most of our clients won’t remember us mentioning Prof. Fama’s work as we described the theoretical underpinning of our investment philosophy but, Eugene’s ideas (including the efficient market hypothesis and small, value, profitability stock premiums) underly most all of our success as investors. Thank you Prof. Fama!
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Other articles filed under Market Commentary
Artificial Intelligence Investment Opportunities
April 24, 2024 - 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...
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The Morgan Report 2024 Q1 Review: 3 Simple Ways To Reduce Risk
April 18, 2024 - After periods of robust stock market performance, many investors feel like they might want to reduce their risk or exposure to stocks as they foresee an inevitable downturn right around the corner. They may be right, they may be wrong,...
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The Morgan Report: 2023 Q4 Review Outsource Busy
January 26, 2024 - Everyone I’ve been speaking with lately agrees that 2024 has hit with a bang and everyone seems to be very busy. Thankfully, it seems that it’s a good-busy with family, work, travel, and projects. The double-edged sword of a relaxing...
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The Morgan Report Q3 2023 Review: Breaking Bad… Behavior
October 12, 2023 - 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...
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The Morgan Report Q2 2023 Review: Sustained Motivation
July 13, 2023 - 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...
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- The Morgan Report Q1 2023 Review: Trying To Be Super Awesome Is Not Sustainable
- WorthPointe Recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor Rankings