Orange County has a New Financial Planning Leader
PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]
Read ArticleAnother Year of Reaching For Your Dreams
“New Year’s Day is every man’s birthday.” — Charles Lamb As the calendar turns to 2017, we at WorthPointe Wealth Management hope you give some thought about what you want to accomplish in the New Year — as you move closer toward achieving your dreams.
Read ArticleWishing You and Your Loved Ones a Joyous Holiday Season
“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]
Read ArticleOur Perpetual Thanks To You and Your Family
“I am grateful for what I am and have. My Thanksgiving is perpetual.” — Henry David Thoreau When you celebrate the joyous day of Thanksgiving, we at WorthPointe Wealth Management hope you take a moment to count your blessings and give thanks for the health and happiness of your family.
Read ArticleSummer’s Hot Issues
On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]
Read ArticleRebalancing Interview with Morgan Smith
Morgan Smith was recently interviewed to discuss the importance of rebalancing and provided tips to investors to make the practice easier. Below is the full Q&A with insightful tips to take away… In your opinion, why do so many people fail to rebalance? What do you tell your clients when trying to convince them […]
Read ArticleThe Seasons of the Market
The Clouds Part We have seen an interesting turn of events for the market, one that favored the bulls and rewarded those who did not abandon the strategies we recommend. Notably, upward momentum came in a month that historically has a ghoulish reputation. But as we point out shortly, reputation and reality do not always […]
Read ArticleAn Investment Roadmap
The Fed Blinks The September meeting at the Federal Reserve was eagerly anticipated by analysts, economists, and short-term investors because there was the real possibility that central bankers would finally boost the fed funds rate for the first time in almost 10 years. In case you missed it, the Fed chose not to raise rates […]
Read ArticleDon’t Sweat the Headlines
Volatility Can be Managed In last month’s market commentary, we talked about looking past scary headlines. It’s easy to say when stocks are holding up or moving higher, but a jarring correction may create uneasiness. We are reminded of a comment by John Bogle, retired CEO and founder of the mutual fund giant, The Vanguard […]
Read ArticleManage the Manager
In an ideal situation, employees would love their day jobs, be content with their job titles, and never struggle for growth. However, let’s face the facts — not all career situations are ideal. With a great job comes more responsibility and 9 times out of 10, you face less than ideal obstacles. According to psychologist […]
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