Finding the Right IRA Match for You
All investments have a combination of benefits and limitations for its investor. Individual Retirement Accounts (IRAs), however, also have nuanced eligibility requirements based on your employment type and income level. Selecting a retirement account isn’t always easy to navigate which is why we recommend that you sit down with financial planner to discuss your options […]
Read ArticleJoshua to Speak at New Beginnings Church
Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at New Beginnings Church’s Wednesday Night Service on August 2nd. Joshua will blend practical advice and biblical principles with his own inspiring story of hope and determination. The talk will be beneficial regardless of faith. If you’re not in Texas, you can watch via livestream.
Read Article6 Ways to a Happier Retirement
Picture this — it’s Friday afternoon, your work is done and you have the weekend ahead of you. But what makes this weekend different than any other weekend is that you have a two-week vacation following it. You wish your colleagues well, they express similar thoughts and you head toward freedom. Of course, you’re excited! […]
Read Article5 Ways Rising Interest Rates Matter to You
Higher interest rates typically strengthen the U.S. dollar versus other currencies. That tends to make commodities that are dollar-denominated (e.g., crude oil and most global commodities) more expensive to foreign purchasers. “Dollar-denominated” means these commodities are priced in U.S. dollars — so when the dollar rises, it takes fewer U.S. dollars to buy the commodity, […]
Read ArticleThe Morgan Report 2017 Q2 Review: Passing Inspection
I’m always surprised where my inspiration comes from for my quarterly reviews. This quarter it comes from a photo of my 3-year-old son getting his first official military salute from Vice Admiral Mike Shoemaker, who was the Grand Marshall for this year’s 4th of July parade in my hometown of Coronado, CA. It may also […]
Read ArticleVIDEO: Should I Buy a House?
Is it time to buy a house? This is a very common question that clients ask their professional financial advisor. Dallas financial planner and Chief Investment Officer, Joshua Wilson, CMT®, AIF®, discusses how to assess whether it’s the right time and place for you to take steps towards owning your own home.
Read ArticleDo Robo-Advisors Dream of Electric Clients?
A Book Review: “Those who remain covet any living creature, and for people who can’t afford one, companies built incredibly realistic simulacra: horses, birds, cats, sheep. They’ve even built robot (“robo”) financial advisors. Immigrants to Mars receive robo advisors so sophisticated they are indistinguishable from true men or women. Fearful of the havoc these artificial […]
Read ArticleVIDEO: Building Your Nest Egg and Quality of Life
Your nest egg can determine your quality of living into your retirement years. Partner and San Diego Financial Planner, Ken Cortlett, CFP® explains how we factor your nest egg into planning and growing your probability of success.
Read ArticleMay Market Commentary: Ignore the Distractions
The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington is generating an enormous amount of political uncertainty. The word “impeachment” has even been bandied […]
Read ArticleStuck In a Holding Pattern and the Trump Tax Cut Plan
Stocks at home and overseas have experienced a run up in prices over the last six months. After the S&P 500 Index claimed a new high on March 1, it has more or less held within a narrow range. That hasn’t been the case for the tech-heavy NASDAQ Composite, which topped 6,000 for the first time […]
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