Fifth Season for Wall Street Wrap-up imminent

Photo by Submission

Advisors David Morgan, left, and Howard Jordan.

Ardent followers and channel surfers know them and their show well.

Called “Wall Street Wrap Up,” it has been on the local airwaves for the past four years, and is on Nov. 6 destined to head into its fifth.

The show airs on Comcast channel 14 each Friday and Saturday evening at 7 p.m.

The two presenters are David T. Morgan, a certified financial planner and senior vice president, investments, for Raymond James & Associates, Inc., and Howard Jordan, also a certified financial planner who is vice president, investments, for the company.

According to their mission statement, Morgan is a third-generation financial advisor who combines the belief that asset allocation and investor behavior influence a portfolio’s likely return and have a direct correlation to an individual’s chances of meeting his or her financial goals and objectives.

Jordan believes the opportunity for financial success is increased by taking advantage of knowledge that’s all around — reading books on the topic, watching the “smart” shows on television and working with the right professionals.

The twosome emphasize the “four P’s” of investment management — philosophy, process, people and performance — as well as the importance of having an investment policy statement customized to each individual’s personal situation.

Morgan and Jordan believe the investment policy statement is the backbone of any financial plan and a road map for the future.