Market Commentary June 2015
Two steps forward. One step back. Did you know that the economic recovery is nearly six years old? That’s right – the Great Recession ended in June 2009, which means the economy pulled out of its nosedive and began to climb higher the next month. That is what the National Bureau of Economic Research, which […]
Read ArticleMarket Commentary May 2015
95 years young Sir John Templeton may not be a household name, but in the investment world, he is a legend. Born in 1912 in humble surroundings, he attended Yale University during the Great Depression and was named a Rhodes Scholar to Balliol College at Oxford. He began his career on Wall Street in 1937 […]
Read ArticleThe Morgan Report 2015 Q1: What The Buddha Taught
For some, the mind is a battlefield. For others, it’s a tranquil pond. The difference between those two states is a personal journey that involves both the mind and the heart. And, you are never completely in one state or the other; it takes continued effort and discipline over time to get the results you […]
Read ArticleWhy Some Uber Drivers Are Losing Money
COST DEPRECIATION, CARS, AND UBER As a Certified Financial Planner® professional, I’ve been talking with clients about cost depreciation for years. The concept can be a little difficult to grasp, but it’s perhaps most clear when discussing automobiles, new cars in particular. Surely you’ve heard that when you drive your new car off the lot, […]
Read ArticleMarket Commentary March 2015
In the midst of 2008-09’s downward economic spiral, gloom, and talk the economy could enter a Great Depression, the S&P 500 Index ended March 9, 2009 at 676.53, according to data provided by the St. Louis Federal Reserve. Few predicted at the time that stocks had put in a bottom, and investors had just given […]
Read ArticleMarket Commentary February 2015
Volatility is a word analysts throw out frequently when markets gyrate sharply over a short period of time. One day it’s sheer ecstasy and the next day if feels like despair. Investopedia defines it this way: “Volatility refers to the amount […]
Read ArticleThe Morgan Report Q4 2014: The Asset Allocation Paradox
Investing in asset-allocated portfolios is truly an absurd notion, a paradox. Do I have your attention? Haven’t I been asserting for years that asset-allocated portfolios are the best strategy to invest for long-term investors who desire gain but cannot afford significant losses? Yes. So let’s […]
Read ArticleMarket Commentary January 2015
What a predictable and very unpredictable year 2014 was. Yet, that could be said about every year! For starters, the U.S. economy picked up steam throughout 2014, and the S&P 500 Index racked up another double-digit gain following 2013’s 30% advance. The economic forecast was reasonable. Though a call for another double-digit advance may have […]
Read ArticleThe Morgan Report 2014 Q3: Cult of Personality
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 […]
Read Article“We asked a palm reader and a financial adviser how to handle our money” in Market Watch
While we don’t necessarily agree with the writer’s conclusion we are happy to have been used as a source. “We asked a palm reader and a financial adviser how to handle our money.” Written by Priya Anand Market Watch
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