Is there a greater honor than having a significant influence on someone’s life? I don’t think so. Thus, I was honored and touched when my nephew, Wil, named me #3 in a school project focused on the biggest influences of his life — right behind his parents. When I started thinking about writing this article, […]
Read ArticleStocks: It’s Time To Sell
The stock market indices have reached record highs recently and I just have a feeling it’s time to sell. Well, a little more than a feeling. I’ve seen some reports that it’s time to short equities (from an investing legend, mind you) and I have my own personal indicators I look at as well. I […]
Read ArticleYes, No, Maybe
Have you ever met or approached a professional at a social event and been tempted to ask a personal question that relates specifically to your circumstances? Whether it’s from a physician, attorney or CPA, insight from professionals benefits us all when we need assistance in their field of expertise. While you may be reluctant to […]
Read ArticleIs “Pokemon Go” A No-Go for Investors?
The “Pokemon GO” phone app is getting a lot of attention. But is it a viable investment opportunity, or a wild speculation? WorthPointe Chief Investment Officer, Joshua Wilson, weighs in.
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Ken Moraif, host of Money Matters, claims to have a unique algorithm that allows his clients to time the market, i.e., know when it’s best to get in and out. He believes a timing strategy is required for investors to have success—but that thinking goes against all academic research and the opinions of most highly […]
Read ArticleToo Much of a Good Thing Is A Bad Thing
Inspired by the book, Born To Run, I started doing more trail running a few years ago using a natural barefoot- inspired gate. Barefoot 10-mile runs on the beach on flat “hard” sand at low tide and 8- to 14-mile runs in shoes through the backcountry hills are inspiring and do my body good. I’ve […]
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Like many of you, our team had a wonderful time celebrating the Fourth of July holiday weekend. Growing up, the Fourth seemed mostly about barbecues, friends, hanging out at the pool, and fireworks. As we get older, we tend to better appreciate what Independence Day really means. We have a degree of freedom in our […]
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Financial Advisor Magazine surveyed 612 financial planning firms for their 2016 rankings. We are honored to be listed among the top financial planners at RIA firms. To learn more about how Financial Advisor ranks the best financial planners and the insights gather from their survey, read the full article.
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By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]
Read ArticleWhat Does Brexit Mean to U.S. Investors?
By: Tom O’Connor, WorthPointe Financial Planner · Los Angeles, Orange County CA IN THIS ARTICLE: 1) Britain has voted to leave the European Union. Could this be the start of a protectionist trend? What would this mean for investors? 2) Hours after the vote, stocks were down slightly. Gold and long-term U.S. bonds were up slightly. Should we get in on […]
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