A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities.
The pair talks at length about why there seems to be a disconnect between what we see in the news and how the market reacts—noting the former reflects a snapshot (what’s happening now), while the latter is tied to ownership (future profits). They also discuss premiums, index funds, and current investment opportunities.
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Safety & Opportunity: Investing In The COVID-19 Era
June 25, 2020 - A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues...
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Get to Know Doug Bolles
June 5, 2020 - We are pleased to welcome Doug Bolles to the WorthPointe team. Doug brings years of experience and a commitment to client service to our firm. He’s a natural fit for WorthPointe, and we look forward to you getting to know...
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Hear From Morgan About Caring For Aging Parents
May 27, 2020 - The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a...
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Do You Have This Much Fun Financial Planning?
April 30, 2020 - https://youtu.be/GAP5Mdj_9sE Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an...
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The Morgan Report 2020 Q1 Review : The Smell of Flowers Through A Mask
April 20, 2020 - “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....
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