10 Ways for Millennials to Live Frugally to Their First Million
Living “simply,” “below your means” or “frugally” is great advice that makes it into a lot of “wisdom lists,” especially those directed at Millennials. Of course, telling someone to “be frugal” is like telling them to “be smart.” It’s a start, but many people may need a few action steps. Here are a few specific […]
Read Article10 Things You Should Say to Your Financial Advisor
COMMUNICATING WITH YOUR FINANCIAL ADVISOR You hired a pro for a reason. His or her time is precious, and so is yours. I always say communication is the absolute most important thing an advisor and client can work on; it takes a little reflection and a lot of practice to optimize. Here are my top […]
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 ArticleYes, No, Maybe
Have you ever met or approached a professional at a social event and been tempted to ask a personal question that relates specifically to your circumstances? Whether it’s from a physician, attorney or CPA, insight from professionals benefits us all when we need assistance in their field of expertise. While you may be reluctant to […]
Read ArticleWhen It Comes to the Market, Timing Isn’t Everything
Ken Moraif, host of Money Matters, claims to have a unique algorithm that allows his clients to time the market, i.e., know when it’s best to get in and out. He believes a timing strategy is required for investors to have success—but that thinking goes against all academic research and the opinions of most highly […]
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 […]
Read ArticleA European Political Earthquake That’s Felt at Home
Like many of you, our team had a wonderful time celebrating the Fourth of July holiday weekend. Growing up, the Fourth seemed mostly about barbecues, friends, hanging out at the pool, and fireworks. As we get older, we tend to better appreciate what Independence Day really means. We have a degree of freedom in our […]
Read ArticleThink Carefully About the Legacy You’re Passing Down
By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]
Read ArticleWhat Does Brexit Mean to U.S. Investors?
By: Tom O’Connor, WorthPointe Financial Planner · Los Angeles, Orange County CA IN THIS ARTICLE: 1) Britain has voted to leave the European Union. Could this be the start of a protectionist trend? What would this mean for investors? 2) Hours after the vote, stocks were down slightly. Gold and long-term U.S. bonds were up slightly. Should we get in on […]
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