WorthPointe Featured on Best Austin Financial Planners List
The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]
Read ArticleThe Morgan Report 2016 Q4 Review: Because Financial Planning Sucks
Why can’t people release themselves from self-imposed constraints that hold them back from discovering the power of their personal future-selves in happiness, health, and wealth? Well, now we know. Because financial planning sucks. Here’s how I know. A recent consumer survey conducted by Voya Financial, found among other things that 37% of the respondents would […]
Read ArticleGold: Is It Worth Its Weight?
Political upheaval, inflation pressure and uncertainty of global norms have recently resulted in a glitter on gold. Furthermore, the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) finally approved its new Shari’ah standards on gold, potentially opening up gold as investment for an additional 1.6 billion Muslim investors heretofore not able to invest in […]
Read ArticleWhy Should I Care About ETF Liquidity? A Case Study on NASH
I recently got a call from a reporter from the financial media asking my opinion on a certain ETF. To her surprise, my comments were much different than she’d heard from other advisors who were just regurgitating the interesting regional story behind the ETF. Basically, a sales pitch. The ETF in question, the Nashville Area […]
Read Article7 Deceptive Sales Practices to Watch for at Your Bank
Most people still feel having a local bank is a necessity, though many often express frustration to me about how the salespeople seem to jump them like sharks as soon as they walk in. The recent news of Wells Fargo employees being guilty of widespread illegal sales practices has naturally put many bank clients on […]
Read ArticleSilent Wealth Killer: A Case Study in Fund Turnover
If you think investing should be free, you are living in a fantasy land. Nobody is donating their time, expertise and technology to you for free. There is ALWAYS going to be a cost to doing business. What I want to show you are pointless fees that hurt your financial plan. The one I’m discussing […]
Read Article7 Quick Wealth-Building Tips for Millennials
How can I get a jump start on financial freedom? Many of our clients either have children who are Millennials or are Millennials themselves. It’s a complicated time of life, and sometimes more sophisticated planning is in order. However, here are seven quick tips anyone can implement today. Take the free money. Make sure you […]
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 […]
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