Why You Should Pay Attention to Asset Allocation
This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complementary resource to aid for the community. One of the best ways to start the asset allocation in a portfolio is with a foundation of an asset that will avoid […]
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 ArticleWhat You Need to Know About Credit
This is an excerpt from Chapter 5 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 ArticleWomen and Investing
This is an excerpt from Chapter 3 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 ArticleDivorcing from a Lender’s Point of View
This is an excerpt from Chapter 2 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 ArticleThe Essentials of Selling Your Tech Business Webinar Tuesday February 28th with Morgan Smith
WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern. This webinar is part of an ongoing series by The Austin Dale Group […]
Read ArticleThe Morgan Report 2016 Q4 Review: Because Financial Planning Sucks
Why can’t people release themselves from self-imposed constraints that hold them back from discovering the power of their personal future-selves in happiness, health, and wealth? Well, now we know. Because financial planning sucks. Here’s how I know. A recent consumer survey conducted by Voya Financial, found among other things that 37% of the respondents would […]
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 ArticleSummer’s Hot Issues
On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]
Read ArticleThe Morgan Report 2016 Q1 Review: In Tension or Intention?
You’re intelligent, educated, and working toward success combined with a life balance and happiness. Things seem to be going well for the moment, but there’s an undercurrent of tension in your life with things changing, many future unknown variables, and time-constraints that limit your mental focus to the details and noise of today as opposed […]
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