06 Mar 2015

Market Commentary March 2015

Article written by
WorthPointe Wealth Management

posted on 6th March 2015 in Financial Planning News & Newsletters

In the midst of 2008-09’s downward economic spiral, gloom, and talk the economy could enter a Great Depression, the S&P 500 Index ended March 9, 2009 at 676.53, according to data provided by the St. Louis Federal Reserve. Few predicted at the time that stocks had put in a bottom, and investors had just given […]

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27 Feb 2015

Socially Responsible Investing: You Can (Just About) Have It All

Article written by
WorthPointe Wealth Management

posted on 27th February 2015 in Financial Planning News & Newsletters & WorthPointe News

  In the old days, not so long ago, investors had to decide if it was worth it to them to sacrifice returns by supporting socially responsible companies instead of “sin” companies that produced a more robust bottom line. Looking at it simply from an investment perspective, some studies found that excluding sin companies resulted […]

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09 Feb 2015

Market Commentary February 2015

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

Market Commentary January 2015

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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