The Morgan Report Q3 2022 Review: The Best Is Yet To Come
Recently the International Monetary Fund’s (IMF) Chief Economist Pierre-Olivier Gourinchas, as a supplement to the IMF’s World Economic Outlook Report October 2022 stated in his blog that “Overall, this year’s shocks will re-open economic wounds that were only partially healed post-pandemic. In short, the worst is yet to come, and, for many people, 2023 will […]
Read ArticleThe Morgan Report Q2 2022 Review: Chaos – The True Norm
Once upon a time, everything was peaceful and all beings lived in harmony. Well, I don’t know when that moment occurred or if it ever will but it sure feels like recently, random acts that are detrimental to our quality of life are occurring more frequently both locally and globally. Of course, this can have […]
Read ArticleThe Morgan Report Q1 2022 Review: Stagflation – A Perspective
Quite often, people and investment managers select what they think are superior investments via seemingly well thought out analysis of the particular companies of interest and the macroeconomic conditions that affect them. “Obvious” picks seem to be readily apparent. The problem with this predictive approach, in my opinion, is that it is often the unknown […]
Read ArticleThe Morgan Report Q4 2021 Review: The Stewards Mindset
I’d like to submit that one of the goals in life is to evolve over time in such a manner that your perspective and insights are continually improving; some would call this wisdom. Whether this progression is in your spiritual, physical, or financial life, you, your family, and your community will be better served by […]
Read ArticleThe Morgan Report Q3 2021 Review — Crypto Breakthrough & Employee Stock Options
It’s not often investors are able to see the inner workings of a truly brilliant trading strategy in a cutting-edge sector of the investment world, in this case cryptocurrency. Many unique investment strategies are often driven by “black box” quantitative machines using computer algorithms investors aren’t privy to lest their secrets be revealed. This obfuscation […]
Read ArticleHow Long-Term Care Insurance Can Add Value to Your Financial Plan
If you’re under age 50, it may be difficult to imagine your health condition and medical needs decades into the future. However, when analyzing the need and benefits of long-term care insurance, perhaps it’s easier to recall a personal experience with a parent or grandparent who needed long-term medical assistance later in life. The financial […]
Read ArticleHow to Address the Three Financial Planning Questions We All Ask
It can be easy to lose track of your personal financial planning, budget, and income in the hustle and bustle of life. On The John Chapman Show, John discusses how this oversight, as well as not working with a financial advisor, can often lead to stress and the three common financial planning questions we’re all […]
Read ArticleWhat Is a Deferred Sales Trust and Why You May Consider One
If you’re not familiar with a Deferred Sales Trust (DST), you’re not alone. While it may be a relatively unknown strategy, a DST, similar to an installment sale, can help mitigate significant tax liability for certain individuals. Primarily used by business owners and real estate investors, the proprietary tool is a flexible and valuable way […]
Read ArticleDoes Your RIA Support Your Entrepreneurial Spirit?
Let me guess… You became a financial advisor because you want to help families secure their financial futures. You envisioned yourself coming to work every day fired up about helping your clients accomplish their dreams. But you’ve hit a roadblock. The RIA you work for is squashing every ounce of passion you have. You feel […]
Read ArticleAdvisory Firm Myths–Busted: What Percentage Of Revenue Do Top Advisors Really Take Home?
For most financial advisors, owning your own firm sounds like a dream. You set your own schedule. You call all the shots. You take home all the profit. But even if you’re pocketing all the profits, do you really earn more as a solo advisor than you would at a larger ensemble firm? Let’s find […]
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