All Trumped Up
A recurring theme you’ve heard from us is that stocks take their longer-term cues from what’s happening to corporate profits and expectations of corporate profits, how the economy is expected to perform (which supports profits), and what’s happening to interest rates. But shorter term, any number of events or issues can creep on to the […]
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A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]
Read ArticleThe Essentials of Selling Your Tech Business Webinar Tuesday February 28th with Morgan Smith
WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern. This webinar is part of an ongoing series by The Austin Dale Group […]
Read ArticleJoshua Speaks at the Private Wealth Texas Forum
Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides an educational overview of asset allocation and protection strategies for the private client intermediary. Joshua […]
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This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. What is a good strategy? Start by creating […]
Read ArticleHighly Unlikely Does Not Mean Impossible
This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. The consequences of going from rich to poor […]
Read Article4 Steps to Your First San Diego Home
Are you tired of renting? Are you tired of paying someone else’s mortgage payment so they can benefit from powerful financial advantages like the mortgage interest deduction and real estate appreciation? If you are ready to change that, here are four steps. Step 1: Find out where you stand. Meet or talk with an experienced […]
Read ArticleRebalancing Your Portfolio For Growth
This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. Rebalancing helps you maintain your preferred risk […]
Read ArticleYour Defenses Against Fraud
Fraud is a reality we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by nature, many of us want to trust and open up to the friendly and seemingly knowledgeable folks we meet. It’s […]
Read ArticleA Look Back at 2016 and What Might Be Ahead
2016 has come and gone. It started out in a very rocky fashion, with comparisons to 2008 that were too numerous to count. Let’s be clear. As we’ve emphasized in past summaries, markets don’t always trade in a quiet and orderly fashion. But, just because we run into turbulence doesn’t mean it’s time to retreat […]
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