An Out-Of-The Box Idea Helps Couple Retire

Oct

31

An Out-Of-The Box Idea Helps Couple Retire

posted on October 31st 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

In this article, featured in The Wall Street Journal, our own Morgan H. Smith offers a husband and wife some out-the-box advice to help ensure their retirement. Click here to read the entire article–>  Advisor Sends Couple On A Road Trip  

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Oct

22

The Morgan Report 2014 Q3: Cult of Personality

posted on October 22nd 2014 in Austin CFP Team Posts & Market Commentary with 0 Comments

People often look for the secrets in life: the  secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]

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Jul

31

The Morgan Report 2014 Q2: Hunger Games

posted on July 31st 2014 in Austin CFP Team Posts & Market Commentary with 0 Comments

Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]

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