22 Oct 2014

The Morgan Report 2014 Q3: Cult of Personality

Article written by
WorthPointe Wealth Management

posted on 22nd October 2014 in WorthPointe News

People often look for the secrets in life: the  secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]

Read Article
28 Aug 2014

How Baseball Prepared Me for Great Compliance by Brooks Morgan

Article written by
WorthPointe Wealth Management

posted on 28th August 2014 in WorthPointe News

My parents are wonderful people who I respect very much. They instilled values in me at an early age that I strive to live by day in and day out, but beyond everything they taught me, I have an inherent fear of consequences or more specifically, getting in trouble because of something I’ve done. This […]

Read Article
31 Jul 2014

The Morgan Report 2014 Q2: Hunger Games

Article written by
WorthPointe Wealth Management

posted on 31st July 2014 in Market Reports & WorthPointe News

Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]

Read Article
21 Jun 2014

The Ins and Outs of 529 Education Funding Plans- Radio Show

Article written by
WorthPointe Wealth Management

posted on 21st June 2014 in Radio Shows

The Ins and Outs of 529 Education Funding Plans July 12th, at 1:00pm. Christopher, Morgan, and Scott discuss the ins and outs of 529 education funding plans. An educated parent will be better equipped to give their children opportunities for their future. Help get your child’s future off to a great start by tuning in […]

Read Article
20 Jun 2014

One Illness Away From Disaster

Article written by
WorthPointe Wealth Management

posted on 20th June 2014 in Employment Issues for Advisors

By Allison Reed It can be exciting to run a solo financial planning practice, but there are some significant downsides to going it alone. What would happen to your practice if you passed away or became disabled? How would your family be affected? And what about your clients? I don’t want to be overly dramatic, […]

Read Article
18 Jun 2014

Retirement Plans for Business Owners- Radio Show

Article written by
WorthPointe Wealth Management

posted on 18th June 2014 in Radio Shows & WorthPointe News

Retirement Plans for Business Owners June 18th, at 1:00pm. Morgan and Scott talk about retirement plans for business owners. Think it’s just “plug and play”? Think again. Business owners can be held personally liable for problems with their plans. Gain insight into how to best select, compare, and manage your company retirement plan.

Read Article
15 Jun 2014

I’m Lonely! Lessons from a Former Solo Practitioner

Article written by
WorthPointe Wealth Management

posted on 15th June 2014 in Employment Issues for Advisors

Surely you’re familiar with the saying, “the grass is always greener on the other side.” When I started my career as a financial planner at a large firm, I quickly became disenchanted with all the bureaucracy; what seemed “greener” to me was setting up my own shop—so I didn’t have to deal with a boss, […]

Read Article