WorthPointe Featured on Best Austin Financial Planners List
The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]
Read ArticleInsurance for Women in Transition
This is an excerpt from Chapter 6 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
Read ArticleWho Needs Financial Planning? Everyone!
It puzzles me when I meet people who don’t have an advisor to assist them with financial planning. In my mind, the health of your finances is somewhat like your physical health, in that a professional should make any required “diagnosis.” When you’re sick, you go to a doctor; with respect to financial planning, think […]
Read ArticleMorgan Smith Speaks at IIB Annual Investment Bankers Meeting
Morgan Smith, WorthPointe Partner, was one of the featured speakers at the Independent Investment Bankers (IIB) Annual Investment Bankers Meeting, held at the UT Golf Club in Austin. Morgan spoke to approximately fifty investment bankers at the morning session on October 11 on the key financial issues for business owners planning to sell their business, […]
Read ArticleThe Morgan Report 2016 Q3: Presidential Aspirations
Presidential aspirations? I have none. It’s very fulfilling helping families and business owners with their lives and I would not want to give that up to participate in a political system that is ripe with conflicts of interest. I have been approached to run for office, but my response is that I would be a […]
Read ArticleWorthPointe is Participating in the Komen Race for the Cure® in Austin
On September 25, WorthPointe employees, clients and friends will team up to participate in the Komen Race for the Cure® walk in Austin. We’ve set a goal to raise $1,000 by race day. We invite you to join the cause by donating via this page and/or walking with us. We are each playing a part […]
Read ArticleStocks: It’s Time To Sell
The stock market indices have reached record highs recently and I just have a feeling it’s time to sell. Well, a little more than a feeling. I’ve seen some reports that it’s time to short equities (from an investing legend, mind you) and I have my own personal indicators I look at as well. I […]
Read ArticleToo Much of a Good Thing Is A Bad Thing
Inspired by the book, Born To Run, I started doing more trail running a few years ago using a natural barefoot- inspired gate. Barefoot 10-mile runs on the beach on flat “hard” sand at low tide and 8- to 14-mile runs in shoes through the backcountry hills are inspiring and do my body good. I’ve […]
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