Scott O’Brien Named Five Star Wealth Manager Again for 2016

posted on February 1st 2016 in Austin CFP Team Posts & WorthPointe News with 0 Comments

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 […]

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What Can a High School Coach from Arkansas Teach Us About Investing?

posted on July 10th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Kevin Kelley is an Arkansas high school football coach who almost never punts the ball.  When he first arrived at Pulaski Academy, local fans were furious and confused by his coaching strategy.   Kelley says he stumbled upon research done by a Harvard college professor. The main theme of the professor’s paper was that conventional […]

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Asset Ownership: It Really Does Matter Whose Name is on the Title

posted on January 2nd 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

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 […]

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Professor Fama’s Nobel Prize, WorthPointe, and You

posted on October 28th 2013 in Austin CFP Team Posts & Market Commentary with 0 Comments

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 […]

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What Happens When Interest Rates Rise?

posted on October 4th 2013 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

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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