What Does Tech Have To Do With Your Financial Peace Of Mind?
WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
Read ArticleBuild a Holistic Perspective toward Success
Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity, and taking care of your mental wellbeing are important ingredients to good health. Morgan Smith reminds […]
Read ArticleMindfulness & Discipline: Essential Ingredients for Successful Investing
I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are very focused on the activities that will get you there. You are mindful of the […]
Read ArticleRick Wilkinson Earns Five Star Professional Designation
Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star […]
Read ArticleThe Mindfulness of Being Financially Successful
“Mindfulness doesn’t do any good unless there’s discipline attached to it.” We became financial advisors first and foremost to provide our clients with fulfilled, happy lives. Austin Partner Morgan H. Smith discusses the important role that mindfulness plays in your financial life and how a financial advisor can guide you in financial discipline.
Read Article2015 Q3 Review: Mindfulness And The Big Picture
Every week I participate in a discussion group that is currently reading and discussing the Majjhima Nikāya, or Middle Length Discourses of the Buddha. The discussion is led by an American Monk who was previously a Zen practitioner. Recently we were discussing the topic of “Mindfulness” and I realized that it has many practical applications […]
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