Purchasing Real Estate in San Diego: America’s Finest City
When you put it out into the universe that you’re interested in purchasing real estate in San Diego you begin to hear a lot of opinions. Your spouse may be quick to rattle off a lengthy “wants” list. You’ve been reading about how it’s a seller’s market yet the interest rates are still low. And […]
Read ArticleWorthPointe Named Among Top San Diego Financial Planners
We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]
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 ArticleA Look Back at 2016 and What Might Be Ahead
2016 has come and gone. It started out in a very rocky fashion, with comparisons to 2008 that were too numerous to count. Let’s be clear. As we’ve emphasized in past summaries, markets don’t always trade in a quiet and orderly fashion. But, just because we run into turbulence doesn’t mean it’s time to retreat […]
Read Article6 Concerns for San Diego Financial Planners
“Financial advisors need to remind clients why we started the planning process and to watch their recreational spending because this town is too dang fun!” Tell me if this sounds familiar when you tell people you are from San Diego: “You’re from San Diego? We love San Diego!” I have to admit, it makes me […]
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 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 […]
Read ArticleWelcome to Brexit
Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling. London’s […]
Read ArticleDo you recognize the 4 early warning signs of personal financial doom?
You have been doing well for yourself. You have made good money and accumulated a reasonable degree of personal wealth. But, in your gut, you fear you could lose it all. You could wind up in poverty. What would it be like to wake up one morning and find you are losing your business and […]
Read ArticleFour options for who you should name as trustee
You are thinking seriously about getting your estate planning done. You need to create a trust. You are in a quandary about who you should name as successor trustee. Read on and I will help you think through a few points about who you should name as successor trustee. What Are a Trustee’s Duties? Many […]
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