Morgan Smith Speaks at IIB Annual Investment Bankers Meeting
Morgan Smith, WorthPointe Partner, was one of the featured speakers at the Independent Investment Bankers (IIB) Annual Investment Bankers Meeting, held at the UT Golf Club in Austin. Morgan spoke to approximately fifty investment bankers at the morning session on October 11 on the key financial issues for business owners planning to sell their business, […]
Read ArticleThe Morgan Report 2016 Q3: Presidential Aspirations
Presidential aspirations? I have none. It’s very fulfilling helping families and business owners with their lives and I would not want to give that up to participate in a political system that is ripe with conflicts of interest. I have been approached to run for office, but my response is that I would be a […]
Read ArticleStocks: It’s Time To Sell
The stock market indices have reached record highs recently and I just have a feeling it’s time to sell. Well, a little more than a feeling. I’ve seen some reports that it’s time to short equities (from an investing legend, mind you) and I have my own personal indicators I look at as well. I […]
Read ArticleToo Much of a Good Thing Is A Bad Thing
Inspired by the book, Born To Run, I started doing more trail running a few years ago using a natural barefoot- inspired gate. Barefoot 10-mile runs on the beach on flat “hard” sand at low tide and 8- to 14-mile runs in shoes through the backcountry hills are inspiring and do my body good. I’ve […]
Read ArticleThe Morgan Report 2016 Q1 Review: In Tension or Intention?
You’re intelligent, educated, and working toward success combined with a life balance and happiness. Things seem to be going well for the moment, but there’s an undercurrent of tension in your life with things changing, many future unknown variables, and time-constraints that limit your mental focus to the details and noise of today as opposed […]
Read ArticleThe Morgan Report 2015 Q4: How Not To Be Worried
This title was inspired by a book called “How Not To Be Wrong: The Power of Mathematical Thinking”. I was tempted to title this article the same, but most investors are ruled by their emotions so “How Not To Be Worried” is most definitely apropos given the current market volatility. There’s a difference between rational […]
Read ArticleConor McGregor: “Mystic Mac” And Market Forecasters
Conor McGregor, the recently crowned UFC Featherweight champion has taken the world by storm after his 13 second knockout of Jose Aldo who had successfully defended his belt for years and seemed unbeatable. The uber confident McGregor from Ireland is notorious for having his pre fight predictions outside of the ring coming true inside the […]
Read Article2015 Q3 Review: Mindfulness And The Big Picture
Every week I participate in a discussion group that is currently reading and discussing the Majjhima Nikāya, or Middle Length Discourses of the Buddha. The discussion is led by an American Monk who was previously a Zen practitioner. Recently we were discussing the topic of “Mindfulness” and I realized that it has many practical applications […]
Read ArticleThe Dragon And The Big Bang Theory
This brief two-part summary covers two areas of interest: China and investor behavior. The first is China, which is on every investor’s mind, and explains how to invest there while avoiding most of the problems you’re hearing about. The second is a personal essay on having a successful investing mindset from a Hollywood executive producer, […]
Read ArticleThe Morgan Report 2015 Q2 Review: Greek Salad Hold The Euros
“I am indebted to my father for living, but to my teacher for living well.” –Alexander the Great Every day of our lives presents us with moments. Moments that can affect us for years to come. This past quarter presented itself with many moments that contrary to what some might be saying are not […]
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