Do You Think Like a Steward or an Owner?
The concept of “stewardship” gets a lot of attention these days in both secular and religious contexts. Whether the conversation is about Socially Responsible Investing (SRI), Environmental, Social, and Governance (ESG) factors, impact investing, avoiding toxic charity, or what sacred texts say about it, stewardship is a hot topic. There is no lack of opinions […]
Read ArticleThe Risks of Concentrating Too Much!
Concentrated stock positions — holding a significant portion of one’s portfolio in a single stock or a few stocks—can present a number of risks to your portfolio. These positions often arise from circumstances like founding or inheriting a company, equity compensation from employment, or a strategic investment in a particular sector. While having a large […]
Read ArticleWondering About Cryptocurrency?
The emerging asset class of cryptocurrency seems to be all the rage—but since it’s so new and so different, it’s being met with plenty of skepticism from investors. Do you have questions about it? Realizing many of his clients wonder about it, WorthPointe advisor John Chapman dedicated a recent podcast to the dynamics of cryptocurrency, […]
Read Article