04 Mar 2016

Against The Wind

Article written by
WorthPointe Wealth Management

posted on 4th March 2016 in Market Commentary & Newsletters

Recession or no recession Recently, the focus for investors has been all over the map: Oil prices Corporate earnings The global economy China’s economy China’s currency (the yuan) Anxieties about banks (especially in Europe) The Federal Reserve’s next move Global central banks that may be running out of ammunition to counter economic weakness Emerging market […]

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03 Mar 2016

Run Your Domestic Staff like Your Business

Article written by
WorthPointe Wealth Management

posted on 3rd March 2016 in Your Financial Advisor

Often times when clients talk asset protection with their CFP® professional, they want to discuss how to avoid poor investment choices and how to save their profits from taxation to create a strong foundation of assets that protect them and their lifestyle. But asset protection is more than that; it’s making strong, smart decisions that […]

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posted on 24th February 2016 in San Diego CFP Team Posts & Your Financial Advisor

When Bankrate came out last October with their best and worst cities to build wealth, while Houston residents felt proud, San Diego was hit hard. Local news outlets followed up with their own analysis and seemed to agree that while San Diego may attract the wealthy, wealth does not get built here. Bankrate used the […]

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posted on 17th February 2016 in San Diego CFP Team Posts & Your Financial Advisor

While many may associate Los Angeles as the iconic city of California living, nothing quite compares to the beach lifestyle of San Diego County. The search term, “San Diego beaches” alone receives an average of 2,900 searches a month. From family-centered beaches like Moonlight Beach in Encinitas to coveted local surf spots like Trestles and […]

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12 Feb 2016

What is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional?

Article written by
bdgwpadmin

What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional designation is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® designation meet rigorous standards of professionalism and ethics, and are required to uphold the values […]

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12 Feb 2016

Designing Your Financial Future from Blueprint to Construction

Article written by
WorthPointe Wealth Management

posted on 12th February 2016 in Your Financial Advisor

Prospective clients often ask us what it is like to work with a WorthPointe CERTIFIED FINANCIAL PLANNER™ professional. One of the simplest ways for us to describe the WorthPointe financial planning process and client relationship is to compare it to the process of building a custom home with a general contractor. Just as you would […]

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05 Feb 2016

The January Barometer

Article written by
WorthPointe Wealth Management

posted on 5th February 2016 in Market Commentary & WorthPointe News

“As January goes, so goes the year.” At least that is the case according to the old adage made popular by the Stock Trader’s Almanac.  This phenomenon is also known as the “January Barometer.”  It simply means that January’s market’s performance, as measured by the S&P 500 Index, is a harbinger of how the market […]

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27 Jan 2016

Announcing: WorthPointe 360 for Financial Management

Article written by
WorthPointe Wealth Management

posted on 27th January 2016 in WorthPointe News & Your Financial Advisor

You feel like you’re on the right track in your long-term financial planning: You are regularly contributing to a retirement fund, you’re investing in a few high-return stocks, you have a budget in place…and the list goes on. Overall, you know you’ve got things in motion. Yet you can’t help but feel a bit… overwhelmed. […]

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