Congratulations! We know you’ve already heard that from family and friends, but after four years of college — or more if you have obtained an advanced degree — you deserve it. And the well-wishing cheers go beyond Johnny or Jane; well done, mom and dad! A couple of weeks ago, one of our advisors was […]
Read ArticleBuilt for Collaboration
WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands out from San Diego Partner and Financial Planner, Anthony G. Ferreira.
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Are there many important things to be done when a parent is declining in health that you don’t read about too often? Most definitely — and I’d like to share some lessons learned that might help those of you who find yourself in this situation. There is plenty of information to be had on the […]
Read ArticleHow to Earn the Future You Deserve
By all accounts, Joshua Wilson is a successful, respected, and thriving professional. But none of his achievements were handed to him–not ever. Growing up in distressed Haleyville, Alabama, Joshua received a hands-on lesson in hardwork and perseverance. Refusing to “just go back,” Joshua chose to move forward. Watch Joshua attest to the obstacles he faced […]
Read ArticleLaunching a Career as a Financial Planner
Becoming a CERTIFIED FINANCIAL PLANNER™ professional takes a great deal of dedication, education, and experience, so we asked our Partner and Financial Planner, Anthony to share his motivation for wanting to become a financial advisor in the first place. Unsurprisingly, his interest started at a very young age. Learn more about his journey in our […]
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Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options enhancement component to your overall investment strategy may be a great way to enhance how […]
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Healthcare costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. A 65-year-old couple that left the workforce in 2017 will spend an average of $275,000 to cover medical expenses through retirement, according to the latest retiree healthcare cost estimate provided by Fidelity Benefits Consulting. That’s […]
Read ArticleHow WorthPointe Got Its Start
Having been established over 15 years ago, WorthPointe’s continues to grow from three original yet fundamental beliefs: start from the heart, do the hard work, and put the client first. Anthony G. Ferreira, WorthPointe Partner and Financial Planner, shares these insights from WorthPointe’s early days in a recent video interview.
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Investing seems like it should be straightforward: buy when stock is low, sell when its high. Reap the profit. Makes sense especially when you consider the big gains demonstrated by the stock market over the past couple of years. Big margins meant bigger discounts for customers of the financial service industry with the growing popularity […]
Read Article3 Tips for Choosing Your Financial Planner
You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can be harder to nail down. How do you know if your advisor will have the experience and freedom to […]
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