The Morgan Report Q2 2021 Review – Invest in Coffee!

The Morgan Report Q2 2021 Review - Invest in Coffee!

On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world’s biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue to climb. Or will they? I must admit I’m not a coffee achiever. My morning […]

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The Morgan Report Q1 2021 Review – An Advocate for Your Values

Couple consulting with a female financial manager at the bank

The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The positive throughout this is that it has forced us to minimize the noise in our […]

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The Morgan Report Q4 2020 Review – Lessons Learned

posted on January 25th 2021 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

African American Businesswoman Working On Laptop In Office.

2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family, and emotional well-being. That’s great news, as there are many less fortunate who are still […]

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The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

posted on October 14th 2020 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

Up view in financial district, Manhattan, New York.

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 even for a lifetime.  Conversely, recent positive experiences might cause us to be overexuberant, and […]

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The Morgan Report 2020 Q1 Review : The Smell of Flowers Through A Mask

Young blonde woman smells cherry tree blossom through medical mask. Conceptual image of corona virus quarantine and allergy.

“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. There’s no question we’re all in this together and my first thoughts are for the […]

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The Morgan Report 2017 Q1: Reliability – The Next Wave In Investing

posted on April 13th 2017 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Everyone has a different perspective on people, values and philosophies they want to help guide them in life. As we grow and learn, we realize some associations or ideas we have had are unreliable; wisdom in part should be the letting go of these, replacing them with reliable associations. Reliability can be known both experientially […]

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