posted on 16th December 2015 in Austin CFP Team Posts & Your Financial Advisor

Fantasy sports & financial planning: Capitalizing on skill over luck   As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]

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posted on 9th December 2015 in Austin CFP Team Posts & Your Financial Advisor

Everyone loves a new restaurant: the allure of a new menu, a fresh atmosphere, an exciting experience. Yet even when that restaurant is started by a local powerhouse who’s boasted major success in the past, a flourishing entrance and prosperous existence isn’t always guaranteed.   Such was the case with St. Philip Pizza, a highly-anticipated […]

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07 Dec 2015

10 Smart Year End Planning Moves

Article written by
WorthPointe Wealth Management

posted on 7th December 2015 in Market Commentary & WorthPointe News

The end of the year is fast approaching, and now is the perfect time to review items you might want to consider as you get set to enter 2016. Investment and financial planning   Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in […]

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03 Dec 2015

Money, time, and skill: Give back this holiday season

Article written by
WorthPointe Wealth Management

posted on 3rd December 2015 in Your Financial Advisor

It’s that time of the year again: with the leftover turkey chilling in the fridge and the fall decorations quickly turned into holiday cheer, all signs point to shopping and sugarplums. But even with the overwhelm of parties to attend, cookies to be baked, and shopping to be done, we can’t ignore one major aspect […]

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17 Nov 2015

Rebalancing Interview with Morgan Smith

Article written by
WorthPointe Wealth Management

posted on 17th November 2015 in Your Financial Advisor

Morgan Smith was recently interviewed to discuss the importance of rebalancing and provided tips to investors to make the practice easier. Below is the full Q&A with insightful tips to take away…   In your opinion, why do so many people fail to rebalance? What do you tell your clients when trying to convince them […]

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13 Nov 2015

Market Trends

Article written by
Joshua I. Wilson CMT

posted on 13th November 2015 in Market Commentary

Market Commentary  Let’s not forget that the biggest determinate of the success of bullish strategies (buying stocks, ETFs, mutual funds) is the market itself. Most things trend with the market. Markets always move around — but a series of higher highs and higher lows is a sign of a strong trend. #1 shows us the last […]

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10 Nov 2015

The Seasons of the Market

Article written by
WorthPointe Wealth Management

posted on 10th November 2015 in Market Commentary

The Clouds Part We have seen an interesting turn of events for the market, one that favored the bulls and rewarded those who did not abandon the strategies we recommend. Notably, upward momentum came in a month that historically has a ghoulish reputation. But as we point out shortly, reputation and reality do not always […]

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posted on 3rd November 2015 in Austin CFP Team Posts & Your Financial Advisor

Rewind to 2010. “Crowdfunding” was a term you heard and thought “Oh, that sounds fun.” At the time, your eyes probably opened wide when you heard that it accounted for $880 million in project funding. Today, we’re sure your eyes would open even wider when you hear this: a recent report from Massolution states that […]

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posted on 27th October 2015 in Your Financial Advisor

Hiring an investment advisor to help you properly prepare for retirement is a smart play. But, have you ever stopped to consider whether your advisor has planned for his own retirement—to ensure you aren’t left adrift when that happens? If you think most advisors have succession plans in place, you’d be wrong. A recent report […]

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