Protect Your Assets And Your Free Time
Time is Money. Time is at a premium these days, and with work following us on our phones, it can be hard to draw a boundary and embrace quality time outside of the office. If you’re like many dedicated entrepreneurs, this dilemma will resonate. You may feel like you’ve devoted so many hours to building […]
Read ArticleWorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row
“As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” – AdvisoryHQ We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has been named as one of the top 10 San Diego Financial Advisors. AdvisoryHQ selects the […]
Read ArticlePart 2: Volatile Markets – How the Financial Media Helped Build Demand for Dangerous Products Based on the VIX
To understand what happened in the markets the week of February 5, you need an understanding of the psychological forces behind what happened. The VIX isn’t just an index that reflects what’s going on with options. It’s a psychological measure, and that’s where the media comes in. You cannot directly trade the VIX. Yet, the […]
Read ArticleWorthPointe Wealth Management Celebrates Surpassing $500 MILLION In Assets Under Management
Few companies offering personalized wealth management strategies ever reach $500m assets under management. It’s a rare milestone and certainly one worth celebrating, but the financial planners at WorthPointe are already gearing up for their next stage of development. To Christopher Van Slyke, founder and CEO, business is all about serving clients better. It’s less about […]
Read ArticleWhat Does Tech Have To Do With Your Financial Peace Of Mind?
WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
Read ArticleShould You Consider Investing Your Home Equity?
In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]
Read ArticleWorthPointe Named Among Top 100 Emerging Wealth Managers in RIA Database
WorthPointe is honored to be named #11 out of the top 100 Emerging Wealth Managers list. The ranking considers wealth management firms with $100 million to $500 million in assets under management as of October 31, 2017 that have grown at least 30% in the past five years. RIA Database ranked the Top 100 Emerging […]
Read ArticleStock Market Plunge: What’s Going On?
By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]
Read ArticleDon’t Tax Me
“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. Tax Reform is Here This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Few observers thought such a massive undertaking could be signed […]
Read Article10 Smart Planning Moves to Consider as Tax Reform Looms
It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when […]
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