Here for You, Anywhere You Are
Here at WorthPointe, we want to help you get the most out of life. We are constantly rethinking the traditional features of a wealth management firm and reworking them to better fit your busy lifestyle. This includes our online presence and digital communication. 1. Our Office Online We redesigned our website with navigability and intuition […]
Read ArticleThe Gift of Financial Planning
Our clients come to us looking for creative solutions to unique financial situations — and we take pride knowing we can develop custom plans for them that meet their needs. They don’t want the standard set of services. They are looking for something just for them. And we love to deliver. Financial Planning is a […]
Read ArticleMeet Our Advisors
We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]
Read ArticleThe Morgan Report Q2 2018 Review: 6 Tips to Take Care of Aging Parents and Loved Ones
Are there many important things to be done when a parent is declining in health that you don’t read about too often? Most definitely — and I’d like to share some lessons learned that might help those of you who find yourself in this situation. There is plenty of information to be had on the […]
Read ArticleRobo Financial Advice: Is the discount worth the risk?
Investing seems like it should be straightforward: buy when stock is low, sell when its high. Reap the profit. Makes sense especially when you consider the big gains demonstrated by the stock market over the past couple of years. Big margins meant bigger discounts for customers of the financial service industry with the growing popularity […]
Read ArticleThe Morgan Report Q1 2018: Volatility vs. Security
People want a sense of security — emotionally, physically and financially. The truth of life is that we try to manage a tightrope walk between chaos and order. If somehow we can incrementally achieve some order in a life that seems to gravitate toward chaos, we accomplish a great deal in creating a foundation for […]
Read ArticleWhat Does Tech Have To Do With Your Financial Peace Of Mind?
WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
Read ArticleWhat Does Tax Reform Mean for You?
As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax code will affect you specifically is something you should discuss with your tax accountant. What’s […]
Read ArticleStock Market Plunge: What’s Going On?
By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]
Read ArticleThe Morgan Report 2017 Q4 Review: Wisdom Of The Elders
The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better. With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients and our experiences together, and our elders. This is for you, a shared treatise on […]
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