Scott O’Brien Named Five Star Wealth Manager Again for 2016
Austin Financial Planner and Partner Scott O’Brien, CFP® has once again been named a Five Star Wealth Manager by Five Star Professional. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers and other professionals in 45 markets in […]
Read ArticleAsset Ownership: It Really Does Matter Whose Name is on the Title
Historically, estate planning centered on wealth transfer. But an increased exemption and portability of the federal estate tax exemption, coupled with laws that capped damages in injury cases being struck down across the country, has caused many families and their advisors to look at wealth preservation. Wealth preservation is not just for the wealthy or […]
Read ArticleProfessor Fama’s Nobel Prize, WorthPointe, and You
by Scott O’Brien, CFP® Director of Wealth Management We are thrilled to share news that University of Chicago Professor and Dimensional Fund Advisors board member Eugene F. Fama has been named a co-recipient of the 2013 Nobel Prize in Economic Sciences, in recognition of his contributions to the “empirical analysis of asset prices.” It’s about […]
Read ArticleWhat Happens When Interest Rates Rise?
Scott W. O’Brien, Director of Wealth Management According to Morningstar, in May the average bond fund dropped in value by nearly 7% when interest rates spiked. This followed much speculation about the possibility and timing of when the Federal Reserve may end their bond-purchasing program. The timing is important, as this program and the quantitative […]
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