6 Concerns for San Diego Financial Planners
“Financial advisors need to remind clients why we started the planning process and to watch their recreational spending because this town is too dang fun!” Tell me if this sounds familiar when you tell people you are from San Diego: “You’re from San Diego? We love San Diego!” I have to admit, it makes me […]
Read ArticleHow a WorthPointe Spouse Came to Appreciate Financial Planning and Her Husband’s Passion
I recently had a chance to talk with Candace Addington and hear her story about how she came to appreciate financial planning. She’s been married to Matt, a WorthPointe partner and financial planner in the Fort Worth office, for 17 years. I’m sharing it because I think it will resonate with other married couples — and perhaps spur some thinking […]
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Happy Halloween! As our families stock up on candy and prep the costumes, we wanted to take the time to wish all of our clients a safe and fun holiday. While we can’t fill your pillowcase with treats, we can fill you in on some helpful investment insights that are well-suited for the ghoulish season. […]
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If you think investing should be free, you are living in a fantasy land. Nobody is donating their time, expertise and technology to you for free. There is ALWAYS going to be a cost to doing business. What I want to show you are pointless fees that hurt your financial plan. The one I’m discussing […]
Read ArticleWhy I Sleep Soundly (And You Can, Too)
What I Sell I sell brainpower. That’s it. Clients bring me all kinds of questions, and I seek out answers. Clients ask, “Can I afford a bigger house? Can I afford the house I’m in? Should I invest in this startup? What can we do about college expenses, or dad’s nursing home, or health insurance?” […]
Read Article7 Quick Wealth-Building Tips for Millennials
How can I get a jump start on financial freedom? Many of our clients either have children who are Millennials or are Millennials themselves. It’s a complicated time of life, and sometimes more sophisticated planning is in order. However, here are seven quick tips anyone can implement today. Take the free money. Make sure you […]
Read Article20 Ways to Increase the Value of A Business
Scott O’Brien, WorthPointe Partner and financial planner, is passionate about serving business owners and helping them coordinate their financial lives. As a result, he often networks and connects with others who support business owners. Scott recently connected with John Fincher, Certified Business Intermediary and Board Certified Broker with Corporate Investment in Austin, TX, who put […]
Read ArticleBest Stocks for Halloween 2016?
Question: I’ve heard Halloween is a great time to buy stocks. What do you think? This conclusion is just one way people have tried to take advantage of the alleged “seasonality” of the stock market in their financial planning. Some call it the “Halloween effect” or “Halloween strategy,” while others repeat the adage, “Sell in […]
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Morgan Smith, WorthPointe Partner, was one of the featured speakers at the Independent Investment Bankers (IIB) Annual Investment Bankers Meeting, held at the UT Golf Club in Austin. Morgan spoke to approximately fifty investment bankers at the morning session on October 11 on the key financial issues for business owners planning to sell their business, […]
Read ArticleThe Elephant in the Room and a European Bank
September has come and gone and we have exited the month following a period of unusual complacency, which is Wall Street speak for days upon days when the major market indices trade within an unusually narrow range. Recall that last month we quoted a piece from LPL Research pointing out that the S&P 500 range […]
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