What Does Tax Reform Mean for You?
As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax code will affect you specifically is something you should discuss with your tax accountant. What’s […]
Read ArticleWhat are Options & How Risky Are They?
Think of Options Like Insurance Options are essentially tradeable insurance contracts on stocks, indexes and some other investments. It helps to understand the concept of options if you keep in mind that options are insurance, but the terms are different. Options provide more investment options — no pun intended. The price of an option is […]
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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 ArticleHow Do You Spot Untrustworthy Financial News?
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Be leery of simple answers to complex questions. Services that make it all sound too easy and simple are the ones […]
Read Article“Fake News” & “Infotainment” in Finance Media
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. The investment advisory world struggles with the same issues as the mainstream media. Everybody wants to be assumed to be credible, […]
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This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Simple — they aren’t professionals. Here are some excerpts from the disclosure statement for one such service, emphasis mine. “The Company […]
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The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better. With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients and our experiences together, and our elders. This is for you, a shared treatise on […]
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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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