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Other articles filed under San Diego CFP Team Posts

How does the makeup of Congress affect the stock market?

October 27, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows...
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Are investors only rewarded when one party holds the White House?

October 22, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a...
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How do presidential elections affect the market?

October 20, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a...
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The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

October 14, 2020 - 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...
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WorthPointe Advisor Talks Financial Resilience on Podcast

September 14, 2020 - WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to...
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