On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world’s biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue to climb. Or will they? I must admit I’m not a coffee achiever. My morning […]
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If you’re not familiar with a Deferred Sales Trust (DST), you’re not alone. While it may be a relatively unknown strategy, a DST, similar to an installment sale, can help mitigate significant tax liability for certain individuals. Primarily used by business owners and real estate investors, the proprietary tool is a flexible and valuable way […]
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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 ArticleWondering About Cryptocurrency?
The emerging asset class of cryptocurrency seems to be all the rage—but since it’s so new and so different, it’s being met with plenty of skepticism from investors. Do you have questions about it? Realizing many of his clients wonder about it, WorthPointe advisor John Chapman dedicated a recent podcast to the dynamics of cryptocurrency, […]
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As part of human nature, many of us are hard-wired to generally feel fear or greed around money. The pandemic amplified these emotions as we worried about our health, family’s security, and finances. When the pandemic began in March of 2020, the stock market fell sharply, only to come roaring back months later with newly […]
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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 […]
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The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The positive throughout this is that it has forced us to minimize the noise in our […]
Read ArticleHow Should You Be Helping Your Aging Parents?
If your parents are over age 75, it might be time for you to provide some assistance to them. Yes, this is tough. Nothing in life has properly prepared you to address the issue of what kind of help you should be providing to your aging parents. There’s certainly a lot to consider, including knowing […]
Read ArticleShould You Consider A Backdoor Roth Conversion?
A recent episode of The John Chapman Show featured a conversation with fellow WorthPointe advisor Matt Addington, CFP® about backdoor Roth conversions — a follow up to a previous episode where the pair talked about Roth conversions in general. During the show, John and Matt talk about the why behind wanting to have a portion […]
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WorthPointe advisor John Chapman talked with Senior Care Authority founder Frank Samson about finding the best option for senior housing and care on the latest episode of The John Chapman Show. In addition to stressing the importance of being educated before facing a crisis, the podcast focuses on the differences and pros and cons of […]
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