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Other articles filed under Market Commentary

The Morgan Report: 2023 Q4 Review Outsource Busy

January 26, 2024 - Everyone I’ve been speaking with lately agrees that 2024 has hit with a bang and everyone seems to be very busy. Thankfully, it seems that it’s a good-busy with family, work, travel, and projects. The double-edged sword of a relaxing...
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The Morgan Report Q3 2023 Review: Breaking Bad… Behavior

October 12, 2023 - Quick Quiz: What do you think I feel is the most important role as an advisor with my clients? Financial Planning Behavioral Coaching Investment Management Resource Due Diligence I’ll answer below but let me provide some insights first. A study...
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The Morgan Report Q2 2023 Review: Sustained Motivation

July 13, 2023 - Here are two observations I have on life: Motivation does not sustain itself. Discipline and continued effort is a challenge. Staying motivated in one specific area of your life is a very challenging proposition. In reality, we are multitaskers juggling...
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The Morgan Report Q1 2023 Review: Trying To Be Super Awesome Is Not Sustainable

April 12, 2023 - When investing, it would be awesome to be super awesome all the time. Unfortunately, unlike the fictional world of Lake Wobegon or The Incredibles, reality is not very accommodating to over confident fantasies of perpetual awesomeness. As a father of...
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The Morgan Report Q4 2022 Review: The Year of Living Dangerously

January 11, 2023 - Danger can be defined as “something or someone that may harm you.” My role working with families as a financial advisor is to help them try to avoid dangers involved in our financial world which I believe is interestingly influenced...
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