Apr
02

Beverly Hills Physicians Turn To Fee-Only Fiduciary For Advice

posted on April 2nd 2017 in Austin CFP Team Posts with 0 Comments

Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]

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Oct
12

Real Estate – Is it a Good Investment?

posted on October 12th 2015 in Your Financial Advisor with 0 Comments

For many investors, the lure of real estate is, well… real. You’ve heard “get-rich-quick” success stories; you’ve done a bit of research; you’ve heard from your friend, the real estate agent, that its the best investment around. We’ll tell you right off the bat: to an agent, real estate is always a good investment. Does […]

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Oct
09

An Investment Roadmap

posted on October 9th 2015 in Market Commentary with 0 Comments

The Fed Blinks The September meeting at the Federal Reserve was eagerly anticipated by analysts, economists, and short-term investors because there was the real possibility that central bankers would finally boost the fed funds rate for the first time in almost 10 years. In case you missed it, the Fed chose not to raise rates […]

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Aug
24

How to Read the Panicky Market

posted on August 24th 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their Bloomberg […]

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Aug
07

The Patient, Disciplined Investor Sleeps Comfortably at Night

posted on August 7th 2015 in Market Commentary with 0 Comments

Looking past scary headlines…resiliency July saw markets collide with a whole bunch of unsettling headlines. Greece tiptoed across the default line. Stocks in China, which peaked in June, were badly battered in July. The Fed continues to telegraph that it wants to start raising interest rates sooner rather than later. Corporate profits are running into headwinds […]

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Jul
10

What Can a High School Coach from Arkansas Teach Us About Investing?

posted on July 10th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Kevin Kelley is an Arkansas high school football coach who almost never punts the ball.  When he first arrived at Pulaski Academy, local fans were furious and confused by his coaching strategy.   Kelley says he stumbled upon research done by a Harvard college professor. The main theme of the professor’s paper was that conventional […]

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May
29

3 Important Investment Mistakes to Avoid in 2015 and Beyond by Morgan Smith

posted on May 29th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Mistake #1: Diversifying by Hiring Multiple Financial Firms   Many investors want their investments diversified. This is a good thing for those who want to reduce many of the risks associated with investing, but the mistaken perception of what diversification actually means causes investors to have some strange ideas.One of the things I’ve heard people […]

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