End-of-the-Year Top 10 To-Do List
Here’s a fourth quarter “Top 10 To Do List” of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the amount that should have been withdrawn. If your income tax bracket is low this year, […]
Read ArticleDid You See Us On The Austin Business Journal List?
Thank you to the Austin Business Journal for including us in the Financial Planning Firms List for 2020. You can find us on the Austin-area investment management firms RIA list. We’re so thankful for our clients and friends who have helped us grow and become such a meaningful part of this wonderful community. Our Austin […]
Read ArticleHow to Manage It: Millennial Rules for Finances
Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]
Read ArticleHow We Give Big Pink
We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]
Read ArticleWe are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas
We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when it comes to finding a financial advisor you can trust. And you want to someone […]
Read ArticleHow Brooks Morgan Rose From Intern to Partner at WorthPointe
We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]
Read ArticleHow Do We Compare to Austin’s Best Financial Planning Firms?
Every year, the Austin Business Journal publishes its annual Book of Lists. This downloadable document or print book — both available for purchase — lists the “hottest area companies in their field” based on ranking criteria specified by field. In addition to listing by rank, each entry also includes key contact information for decision-makers and […]
Read Article2018 Year-End Investment Market Report
This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500’s all-time high on September 20). The bottom fell out in the final month of 2018, […]
Read ArticlePicking Funds Based on Performance: A Fool’s Game
You’ve probably heard from the do-it-yourselfer at your office. “I just invest in the funds with the best performance.” But is this a reasonable? Though a book could be written citing numerous academic studies to address the validity of this “strategy,” I’ll cut to the chase by citing Dimensional Fund Advisors’ (DFA’s) annual study of […]
Read ArticleWhat Attracted our Advisors to WorthPointe?
Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories. Meet Morgan Advisor by day and surfer by night — Morgan is committed to balance in every area of life. He came to […]
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