The Morgan Report 2026 Q1 Review : Am I Hallucinating?
Artificial Intelligence (AI) is a curiosity for me for several reasons. My bachelor’s degree was in computer science, and these things interest me. There are almost an infinite number of potential unintended consequences on society due to AI. As I contemplate my 12-year-old son’s future, I imagine it will be very different from mine, especially […]
Read ArticleThe Morgan Report 2025 Q4 Review & What The “Experts” Are Predicting For 2026
Welcome to 2026! Time is moving fast and we are not getting any younger. As a World War II (WWII) history buff, it remains as somewhat of a historical benchmark in my mental time-reference. My parents grew up in that era and I had some relatives who fought in that era. My great uncle, Reginald […]
Read ArticleThe Morgan Report 2025 Q3 Review: Prepare For The Impending Market Collapse
You clicked on this one pretty fast, didn’t you? This is a perfect example of ‘clickbait,’ and it’s a good example of how nefarious actors trying to sell you stuff might cause you to take action with your investments that might hurt you in the long run. It could also have been the opposite, something […]
Read ArticleThe Morgan Report 2025 Q2 Review: Your Health – When Is The Right Time To Start?
I was speaking with a prospective client the other day. He is a physician, had been through a divorce years back, and is doing well, but admittedly “playing catchup” financially while working and maintaining his household with his new family. He has been trying to manage his investments and financial affairs on his own, but […]
Read ArticleThe Morgan Report 2025 Q1 Review : A Tale of Two Countries
We are all emotional creatures with a touch of what we like to think of as data-driven logic sprinkled in. But you have to admit that there are differences across the population as to the ratio of the mix. Some are more emotional to the point of hysterics at their worst. Some are more logical […]
Read ArticleThe Risks of Concentrating Too Much!
Concentrated stock positions — holding a significant portion of one’s portfolio in a single stock or a few stocks—can present a number of risks to your portfolio. These positions often arise from circumstances like founding or inheriting a company, equity compensation from employment, or a strategic investment in a particular sector. While having a large […]
Read ArticleThe Morgan Report 2024 Q4 Review: When Stats & Facts Don’t Add Up
This quarter’s report will be a little different. I’ll provide you with some interesting statistics and facts on the overall economy that may give you perspective as we head into 2025. In truth, I find this type of information to be very interesting and intellectually stimulating and I thought it might be helpful for my […]
Read ArticleYear End Financial Planning Tips
As 2024 comes to a close, investors should consider these year-end planning tips: Maximize Retirement Contributions Maximizing retirement contributions can reduce your tax bill and boost your retirement savings. 401(k): In 2024, employees can contribute up to $22,500 to a 401(k), with an extra $7,500 allowed for those aged 50 and over. Most 401(k) plans […]
Read ArticleThe Morgan Report 2024 Q3: Review : Waiting on a President
“Looks like you’re a little stuck not doing anything. What are you up to?” “Well, I’m just waiting on a friend…” That tends to be the state of mind for many folks that are trying to make investment decisions. They are waiting for some new information (their “friend”) that they think is essential and will […]
Read ArticleThe Morgan Report 2024 Q2: Review : Time Waits For No One
The Rolling Stones classic “Time Waits For No One” is a reflection on the passing of time, the passing of friends, and the passing of loved ones. It’s a wonderful song with a precise and beautifully crafted guitar solo by Mick Taylor, one of my favorite guitarists. The chorus sums it up: “Time waits for […]
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