The Morgan Report 2017 Q2 Review: Passing Inspection
I’m always surprised where my inspiration comes from for my quarterly reviews. This quarter it comes from a photo of my 3-year-old son getting his first official military salute from Vice Admiral Mike Shoemaker, who was the Grand Marshall for this year’s 4th of July parade in my hometown of Coronado, CA. It may also […]
Read ArticleWorthPointe Ranked as Top Registered Investment Advisor by Financial Times
Financial Times has named WorthPointe among the top Registered Investment Advisors in the US. The criteria to be included in the list is strict and we are pleased to meet the standards of this list. Financial Times invited more than 2,000 advisors to complete a lengthy application that gave them more information about their practices. […]
Read ArticleRobo Advisors vs. Financial Planners
What’s the difference in robo-advisors vs. financial planners? When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to opt for a human and who should settle […]
Read ArticleWorthPointe Named Top 20 Financial Firms in Austin by Expertise.com
Expertise reviewed 193 Austin financial planners. They scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Austin, TX. We’re honored to be included in their top 10 Austin Financial Advisory Firms.
Read ArticleWhat is a CERTIFIED FINANCIAL PLANNER™ Professional?
What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional certification is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® certification meet rigorous standards of professionalism and ethics, and are required to uphold the values […]
Read ArticleScott O’Brien Named Five Star Wealth Manager Again for 2016
Austin Financial Planner and Partner Scott O’Brien, CFP® has once again been named a Five Star Wealth Manager by Five Star Professional. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers and other professionals in 45 markets in […]
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