Hear From Morgan About Caring For Aging Parents
The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]
Read ArticleThe Morgan Report 2016 Q1 Review: In Tension or Intention?
You’re intelligent, educated, and working toward success combined with a life balance and happiness. Things seem to be going well for the moment, but there’s an undercurrent of tension in your life with things changing, many future unknown variables, and time-constraints that limit your mental focus to the details and noise of today as opposed […]
Read ArticleThe Morgan Report 2015 Q4: How Not To Be Worried
This title was inspired by a book called “How Not To Be Wrong: The Power of Mathematical Thinking”. I was tempted to title this article the same, but most investors are ruled by their emotions so “How Not To Be Worried” is most definitely apropos given the current market volatility. There’s a difference between rational […]
Read ArticleConor McGregor: “Mystic Mac” And Market Forecasters
Conor McGregor, the recently crowned UFC Featherweight champion has taken the world by storm after his 13 second knockout of Jose Aldo who had successfully defended his belt for years and seemed unbeatable. The uber confident McGregor from Ireland is notorious for having his pre fight predictions outside of the ring coming true inside the […]
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