Advisory Firm Myths–Busted: Do Advisors Who Own Their Own RIA Take Home More Money?
A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can tell you advisors who run their own RIAs usually don’t make more money. Shocking, I know. Let’s talk […]
Read ArticleExpert Strategies For Tackling Your Student Debt
How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog, CollegeInvestor.com, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]
Read ArticleThe Morgan Report Q2 2020 Review: Walking The Dog
Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same path, but he just appears to be randomly going this way or that. The dog […]
Read ArticleSafety & Opportunity: Investing In The COVID-19 Era
A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]
Read ArticleGet to Know Doug Bolles
We are pleased to welcome Doug Bolles to the WorthPointe team. Doug brings years of experience and a commitment to client service to our firm. He’s a natural fit for WorthPointe, and we look forward to you getting to know him, too. Tell us a little about yourself. I’ve lived in East Texas for about […]
Read ArticleHear From Morgan About Caring For Aging Parents
The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]
Read ArticleDo You Have This Much Fun Financial Planning?
Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an appreciation for making every dollar count and making money work harder. He also developed an interest […]
Read ArticleThe Morgan Report 2020 Q1 Review : The Smell of Flowers Through A Mask
“Wow.” When I pause, look out the window, and think about the current state of affairs, that’s the word that most easily slides off the tongue — and I know those of you I’ve spoken with recently share that sentiment. There’s no question we’re all in this together and my first thoughts are for the […]
Read ArticleWhen Do You Need To Talk About Disability Insurance?
Do You Need Disability Insurance? That might be a question for your financial advisor, but let’s dig into this important topic. On this episode of “The John Chapman Show,” John talks with Robert Clark about disability insurance. John mentions that when he works with financial planning clients, life insurance and health insurance always come up. […]
Read ArticleLook Where You Can Find Us, Among The Top Advisors, According to Barrons
We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, […]
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