An Income Strategy that Won the Nobel Prize?!
Ever so often, a SPAM email makes it through my email filters. Ever have one with a subject so absurd you can’t help but click? *sigh* It happened to me… For a little background, I’m the kind of guy other financial advisors call a nerd. Even my home office looks like a NASA mission control […]
Read ArticleOur Perpetual Thanks To You and Your Family
“I am grateful for what I am and have. My Thanksgiving is perpetual.” — Henry David Thoreau When you celebrate the joyous day of Thanksgiving, we at WorthPointe Wealth Management hope you take a moment to count your blessings and give thanks for the health and happiness of your family.
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I got a call from a reporter this week asking if I thought there were any loopholes in the Department of Labor’s (DOL’s) supposed expansion of the “investment advice fiduciary” definition. I’ve written on this topic before, but it’s worth looking at from multiple angles. This is quite possibly the most important story of […]
Read Article2017 Qualified & Pension Plan Q&A
Attention business owners: your friendly neighborhood Certified Financial Planner™ professionals (CFP® professionals) in Dallas-Fort Worth, Austin, and Southern California want to remind you that 2017 is right around the corner. Here’s a peek at how deduction limits for Qualified Plans have either changed or remained constant for 2017. What are the elective deferral limits for […]
Read ArticleSaving Taxes the Smart Way
Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]
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Back in the 1980s, it seemed only Fortune 500 executives received stock options. Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants. When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]
Read ArticleInvestor Behavior Explained in 16 Hours
“Trump Post-Election Investment Strategy” or “Investor Behavior Explained in 16 Hours” Either of these titles are appropriate in consideration of President-Elect Donald Trump’s historic election win on Tuesday. This 16-hour period serves as perfect petri dish to explore the viral contagion that invades people’s emotions in irrational ways such that they can lead to false […]
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The first thing people generally think about when San Diego comes up is weather, since “America’s Finest City” allegedly has the best weather in the country. That may be true, but unless you work as a lifeguard, gardener or other outdoor-based job, you’re usually looking at the sunshine from indoors, and don’t get much of […]
Read ArticleDewey Beats Truman!
Post by Christopher Van Slyke In the biggest election upset since 1948, Donald Trump has won the presidency. You are advised to prepare for a possible wild ride in the investment markets. It is helpful to remember that these potential market gyrations are almost always bad times to trade, and particularly to sell. We have months […]
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I recently got a call from a reporter from the financial media asking my opinion on a certain ETF. To her surprise, my comments were much different than she’d heard from other advisors who were just regurgitating the interesting regional story behind the ETF. Basically, a sales pitch. The ETF in question, the Nashville Area […]
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