Build a Holistic Perspective toward Success
Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity, and taking care of your mental wellbeing are important ingredients to good health. Morgan Smith reminds […]
Read ArticleFive Key Concepts for Financial Success
The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
Read ArticleAvoiding 8 Big Mistakes in Retirement
Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]
Read ArticleInvesting Shouldn’t be Complicated
The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
Read ArticleHow We Define Wealth Management
The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
Read ArticleThe 3 Biggest Misunderstandings About Options
In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]
Read ArticleWhat Business Entity is Right for Your Company?
This article is for individual who are considering opening a business or changing their business entity and are looking for a basic overview of the major types of business entities. To find the best fit for your situation, however, we recommend talking with your financial planner, lawyer and CPA. When you own and operate your […]
Read Article5 Retirement Questions You Should Ask Yourself
One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]
Read ArticleAsk the Chief: Why is Gamma the Same for Call and Put Options?
Before I answer, I should warn anyone who is new to options trading that understanding my answer to this question requires you to already have a basic understanding of options. The truth is, all calls and puts don’t have the same Gamma. So a better way to ask the question is “Why do calls and […]
Read ArticleThe Morgan Report 2017 Q3 Review: New Market Highs & Investment Strategy
First a quick note, I’m honored to have been selected as a finalist for the San Diego Business Journal’s 2017 Veteran & Military Entrepreneur of the Year Awards. I’m honored to be in the company of some fine men and women who are making a difference. With new market highs, many investors want to try […]
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