Apr
18

The Morgan Report Q1 2022 Review: Stagflation – A Perspective

posted on April 18th 2022 in Financial Planning & Market Commentary with 0 Comments

Quite often, people and investment managers select what they think are superior investments via seemingly well thought out analysis of the particular companies of interest and the macroeconomic conditions that affect them. “Obvious” picks seem to be readily apparent. The problem with this predictive approach, in my opinion, is that it is often the unknown […]

Read Article
Feb
18

Proactive Estate Planning

posted on February 18th 2021 in LA/OC CFP Team Posts with 0 Comments

Joyful nice family playing badminton.

No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to have a plan in a recent podcast. In addition to detailing what documents are involved, […]

Read Article
Jun
02

Are You Financially Prepared For A Divorce?

posted on June 2nd 2020 in Your Financial Advisor with 0 Comments

cropped shot of lawyer and client sitting at table with divorce decree and wedding rings.

As life expectancy rises, so do the percentage of divorces later in life. Termed gray or silver divorces, these breakups are often exacerbated by the various transitions that come later in life: empty nests, aging parents, career changes and retirement.  Divorce can be a very costly venture, especially during these times of change, as couples […]

Read Article
May
27

Hear From Morgan About Caring For Aging Parents

posted on May 27th 2020 in WorthPointe News with 0 Comments

closeup of an old caucasian man and an old caucasian woman sitting in a couch holding hands with affection.

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 financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]

Read Article
May
14

Have Recent Events Derailed Your Retirement Plans?

posted on May 14th 2020 in Retirement with 0 Comments

Happy elder lady embracing her beloved husband.

If you’re in your late 50s or early 60s and hoping to retire over the next two to four years, should you be worried that recents events such as the COVID-19 and the unstable market have set you back? Maybe, according to WorthPointe advisors John Chapman and Matt Addington, who discuss this question in a […]

Read Article
Oct
08

Not All $1 Million is Created Equally

posted on October 8th 2019 in Your Financial Advisor with 0 Comments

Aerial view of the New York City skyline near Midtown.

Many people put their noses to the grindstone for years and years, working hard, saving, and investing with the goal of ultimately having $1 million. While that might seem like a perfectly admirable goal, to me it seems a bit short-sighted; not knowing the kind of life you desire, or where your journey is headed, […]

Read Article