VIDEO: The WorthPointe Peace of Mind
What’s different about WorthPointe? We measure value by client satisfaction and progress towards your goals. Get to know WorthPointe from Partner and San Diego Financial Planner, Ken Corlett, CFP®.
Read ArticleSo, You Just Won the Lottery; Now What?
Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]
Read ArticleWhat’s the Deal with Trump’s Tax Plan?
The questions about Trump’s tax plan are already coming in. Here’s a quick rundown of what you need to know. It’s not actually a plan at all — more like a very big picture wish list. It’s a couple of headlines and an order to look into making it happen. Any discussion at this point, […]
Read ArticleWorthPointe 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 ArticleVIDEO: The Difference Between a Broker and an Advisor
Did your “financial advisor” suggest that fund or option to you because it was the most beneficial for you or it gave them a leg-up to win their firm’s trip to Las Vegas? WorthPointe Chief Investment Advisor Joshua Wilson, CMT®, AIF® talks about the difference between fee-based financial advice and working with a fee-only financial […]
Read ArticleEssentials of Selling Your Business (and Designing Your Post-Sale Life)
You never have so much success, money, or experience that you can’t go broke. Develop a plan for post-sale success prior to the sale of your business. WorthPointe Partner Morgan H. Smith, Jr., IMBA, CFP® was invited by the Austin Dale Group to discuss the personal financial strategies to consider while selling your tech business. […]
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 ArticleMarket Commentary: A Republican Crackup and the Stock Market
There was no shortage of angst in the investment community that a Donald Trump victory in last year’s election would send shares down sharply, at least in the immediate aftermath of a Trump win. In reality, just the opposite happened, with stocks surging in the wake of his surprise victory. The pre-election day conventional wisdom […]
Read ArticleHow are you celebrating National Health Care Decision Day?
How are you celebrating National Health Care Decision Day? I doubt you are going to celebrate National Health Care Decision day with cake and balloons. However, it would be a great day to finally get your financial documents in order in case you have a healthcare crisis. The theme of NHCD day this year is […]
Read ArticleThe Morgan Report 2017 Q1: Reliability – The Next Wave In Investing
Everyone has a different perspective on people, values and philosophies they want to help guide them in life. As we grow and learn, we realize some associations or ideas we have had are unreliable; wisdom in part should be the letting go of these, replacing them with reliable associations. Reliability can be known both experientially […]
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