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 ArticleIs It Smart to Invest in Cryptocurrency?
In 2009 with the emergence of Bitcoin, the legitimacy of cryptocurrency was scrutinized and hosted polarizing opinions on whether investing in this highly-complicated digital asset was really…well, an asset to begin with. At its birth, Bitcoin attracted more hobbyists than traditional investors and had a slow and varied upbringing in the market. Fast forward to […]
Read ArticleWhat Does Tax Reform Mean for You?
As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax code will affect you specifically is something you should discuss with your tax accountant. What’s […]
Read ArticleJoshua Wilson to be a Featured Speaker at Private Wealth Management Summit 2018
WorthPointe’s Chief Investment Office, Joshua Wilson, CMT®, AIF®, will speak at the Private Wealth Management Summit on March 15-16, 2018. The summit will take place at the Venetian in Las Vegas, NV. Joshua will be speaking during a session called, Putting Volatility to Work for You: Alternative Ways of Producing Income While Lowering Risk. The […]
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 ArticleAvoiding 8 Big Mistakes in Retirement
Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]
Read ArticleJoshua Wilson to be a Featured Speaker at Private Wealth Texas Forum Houston
Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at Private Wealth Forum Houston on October 25, 2017. The event will take place at the Houston Club. For more details, visit the event website.
Read ArticleJoshua Wilson Will Moderate Discussions at ALTSTX
On October 17, Joshua Wilson will attend ALTSTX, where he will moderate discussion on current trends in hedge funds, entitled “In Memoriam: The Superstar Hedge Fund Manager.” ALTSTX was developed as a local, investor centric and educationally focused one day forum on behalf of The CFA Society, CAIA Association, THF Association and Markets Group. The […]
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 ArticleForbes Names Joshua Wilson Top Next Generation Wealth Advisor
Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]
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