09 Feb 2015

Maintaining the course in volatile markets

Article written by
WorthPointe Wealth Management

                            Volatility is a word analysts throw out frequently when markets gyrate sharply over a short period of time. One day it’s sheer ecstasy and the next day if feels like despair. Investopedia defines it this way: “Volatility refers to the amount […]

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12 Jan 2015

Top Transfer Tax Techniques

Article written by
WorthPointe Wealth Management

posted on 12th January 2015 in Newsletters

Death and taxes are a pairing we often hear featured together due to Ben Franklin’s famous quote “In this world nothing can be said to be certain, except death and taxes.” Death will take us all, but we can have some control over taxes, especially Transfer Taxes. First, let’s start by understanding that Transfer Tax […]

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08 Jan 2015

The Morgan Report Q4 2014: The Asset Allocation Paradox

Article written by
WorthPointe Wealth Management

posted on 8th January 2015 in Financial Planning News & WorthPointe News

                Investing in asset-allocated portfolios is truly an absurd notion, a paradox. Do I have your attention? Haven’t I been asserting for years that asset-allocated portfolios are the best strategy to invest for long-term investors who desire gain but cannot afford significant losses?     Yes. So let’s […]

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08 Jan 2015

A Bullish Mood and Risks that Dot the Landscape

Article written by
WorthPointe Wealth Management

posted on 8th January 2015 in 401K / Retirement News & Market Reports & Newsletters

What a predictable and very unpredictable year 2014 was. Yet, that could be said about every year! For starters, the U.S. economy picked up steam throughout 2014, and the S&P 500 Index racked up another double-digit gain following 2013’s 30% advance. The economic forecast was reasonable. Though a call for another double-digit advance may have […]

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31 Dec 2014

MLPs: Master Limited Partnerships or Making Little Profit?

Article written by
WorthPointe Wealth Management

posted on 31st December 2014 in Financial Planning News & WorthPointe News

                          Publicly traded partnerships—also known as Master Limited Partnerships or MLPs—represent an asset class with more than 100 names and over $500 billion in market cap. Their presence is undeniable, yet their form and function have accumulated a high degree of mystery in […]

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01 Dec 2014

Investing For Trusts

Article written by
WorthPointe Wealth Management

posted on 1st December 2014 in Financial Planning News & WorthPointe News

As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives.  Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]

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19 Nov 2014

Golf Gadgets and Financial Planning

Article written by
WorthPointe Wealth Management

posted on 19th November 2014 in Financial Planning News & WorthPointe News

It takes quite a bit of effort to understand the world of golf; it’s a hard thing to learn and it requires a never-ending journey to get better. The same could be said for financial planning… Like many amateur golfers, I watch a lot of late-night TV on the Golf Channel. I’m often convinced to […]

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05 Nov 2014

The Special Needs Trust

Article written by
WorthPointe Wealth Management

posted on 5th November 2014 in Financial Planning News & In the News & WorthPointe News

An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust.  A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]

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31 Oct 2014

An Out-Of-The Box Idea Helps Couple Retire

Article written by
WorthPointe Wealth Management

posted on 31st October 2014 in WorthPointe News

In this article, featured in The Wall Street Journal, our own Morgan H. Smith offers a husband and wife some out-the-box advice to help ensure their retirement. Click here to read the entire article–>  Advisor Sends Couple On A Road Trip  

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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 […]

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