2018 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 ArticleThe Morgan Report 2018 Q4 Review: Lifeguards – An Expert Perspective
I had a conversation recently with a client of mine (we’ll call him Tom) who was worried about the recent volatility in the markets. I’d like to share its essence to help you gain perspective of the dangers you as an investor can often bring to the prospects of your long-term financial success. This particular […]
Read ArticleCoffee Break with John Chapman
John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory and serve a wealth of new clientele. Keep reading to get to know John and […]
Read ArticleJoin us in welcoming John Chapman to WorthPointe!
WorthPointe welcomes a through-and-through Orange County boy to the team: John Chapman, CFP®. Discovering the wealth management industry while interning for Merrill Lynch, John became energized to pursue a career as a financial advisor. Backed by an authentic love for people, he joined WorthPointe with the mission to bring better tools and genuine care to […]
Read ArticleOrange County has a New Financial Planning Leader
PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]
Read Article3 Tips for Choosing Your Financial Planner
You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can be harder to nail down. How do you know if your advisor will have the experience and freedom to […]
Read ArticleAdvisoryHQ’s 2018 ranking of the “Top 10 Best Financial Advisors in Austin, TX
The WorthPointe team is grateful for AdvisoryHQ’s recent inclusion of our firm in their Top 10 Best Financial Advisors in Austin, TX list. AdvisoryHQ employs a unique methodology that objectively evaluates the total assets under management (AUM), firm size and quality, as well as the amount of revenue generated by an advisory firm. Being recognized […]
Read ArticleThere is a Human Behind that Portfolio
In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]
Read Article401(K) Fees: Grasping at Shadows
“Beware that you do not lose the substance by grasping at the shadow.” — Aesop A recent survey conducted by Charles Schwab & Co., Inc. revealed just how little people know about the fees they pay for their 401(k) plans. The survey of 1,000 investors found only 27 percent of them know their 401(k) […]
Read ArticleRobo Investing: The Dealer and Junkie
I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]
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