Rebalancing Portfolios In Times of High Volatility
It’s been said the most important and difficult part of investing is to have a philosophy and stick to it. We’ve had a lot of conversations with clients about portfolio strategy as it relates to recent events and we want to clarify an aspect of our philosophy and value-add to you. The recent volatility in […]
Read ArticleYou’ve Lost Your Job — Now What?
WorthPointe advisors John Chapman and Matt Addington teamed up to create a video that addresses an issue many people are dealing with today — job loss. They discuss financial and non-financial considerations including budgeting, health and life insurance, equity compensation, mentorship, and gaining strength from sharing your situation with family and friends. As they note, […]
Read ArticleMorgan Smith to Present Divorce Financial Workshop
Morgan H. Smith Jr., Partner at WorthPointe, will be speaking on the financial aspects of the divorce process at Second Saturday East County in San Diego on Saturday, March 14 at 9 a.m. Second Saturday East County has been providing support and information to navigate the legal, emotional and financial aspects of divorce since 1989. […]
Read ArticleDoug Bolles, CAP® Joins WorthPointe Team as a Partner
Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe. DALLAS (December 2019) – WorthPointe, a long established financial planning firm built with clients in mind, is excited to add Doug Bolles, CAP® as its newest Partner. He has been in banking and wealth management […]
Read ArticleWe’re Delighted You Can Find Us In The Austin Business Journal Book of Lists
We just found out WorthPointe has been included in Austin Business Journal Book of Lists. We always love receiving news like this. Thank you to everyone who has supported us along this journey. We’re excited to see what else 2020 has in store for us.
Read ArticleGet To Know Rick Wilkinson Better
From his earliest days, Rick has valued the freedom that comes with being a master over your own money. His parents instilled in him those basic values through his allowance, which he was to budget, including savings and giving. Now, as a financial planner, it’s Rick’s goal to help others find the freedom that comes […]
Read ArticleThe Morgan Report 2019 Q4 Decade Review: Ch Ch Changes
I write this report in the first days of a new decade on what would have been David Bowie’s 73rd birthday. I always thought he was an amazing artist and his absence in the coming decade is just a reminder of the changes we’ll face in the next 10 years without the people in our […]
Read ArticleWe Made Financial Advisor Magazine’s 2019 RIA List
We’re thrilled to see our firm among Financial Advisor Magazine’s 2019 RIA Ranking. It’s always an honor to be among so many other great firms. Putting our clients first and bringing them the most innovative strategies we can has led to our success. As always, we want to thank our amazing clients, who entrust us […]
Read ArticleWhy We Love Volunteering at the Ronald McDonald House
We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community. “Life is More than Money” It’s easy to forget sometimes, but these opportunities give us a chance to push away from our desks and computers, and tune […]
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 […]
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