WorthPointe Recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor Rankings
WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2023. The list ranks firms based on assets under management as of December 31, 2022, based on firms that voluntarily complete and submit FA Magazine’s survey. RIA Firms from across the country are invited by Financial […]
Read ArticleWorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings
WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]
Read ArticleWhy Young Families Should Focus on These Three Areas to Pay for College
As many students prepare for their next chapter, you may be hearing conversations about college applications and acceptances rolling in. Even if you still have young children, these topics may have you wondering about the high cost of college, if you can afford your child’s preferred school, and how you’ll begin to save and pay […]
Read ArticleWorthPointe on the Barron’s 2021 Top Advisor Rankings by State
We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team of remote advisors serves clients all around the country. Check out the list here, including […]
Read ArticleWorthPointe Named One of the 12 Best Financial Advisors in San Diego
We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring to our clients and to the high standards of integrity to which we hold ourselves. […]
Read ArticleFinancial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms
Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing at #416. Another statistic provided—22.76 percent growth in assets per client—is a point of pride […]
Read ArticleEducate Yourself Before Using Stop-Loss
Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses the type of research investors should be doing before making a decision. John highlights the […]
Read ArticleSafety & Opportunity: Investing In The COVID-19 Era
A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]
Read ArticleGot Aging Parents? This Advisor’s Book Is For You
WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here. Morgan noted he wrote the book after being a caretaker to his mom and dad prior to their deaths, and seeing others struggling in the same situation. […]
Read ArticleDid You See Us On The Austin Business Journal List?
Thank you to the Austin Business Journal for including us in the Financial Planning Firms List for 2020. You can find us on the Austin-area investment management firms RIA list. We’re so thankful for our clients and friends who have helped us grow and become such a meaningful part of this wonderful community. Our Austin […]
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