WorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings

posted on September 28th 2021 in National Ranking & WorthPointe News with 0 Comments

WorthPointe Logo with RIA Survey & Ranking Trophy from Financial Advisor Magazine

WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]

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Financial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms

posted on November 5th 2020 in WorthPointe News with 0 Comments

Beautiful skyscrapers against the sky, modern high-rise buildings bottom view.

Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing at #416.  Another statistic provided—22.76 percent growth in assets per client—is a point of pride […]

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Educate Yourself Before Using Stop-Loss

posted on August 4th 2020 in LA/OC CFP Team Posts with 0 Comments

team member John Chapman with text: Should I use a stop loss to protect my investments?

Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses the type of research investors should be doing before making a decision. John highlights the […]

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Safety & Opportunity: Investing In The COVID-19 Era

posted on June 23rd 2020 in WorthPointe News with 0 Comments

Morgan Smith smiling at his desk next to open laptop.

A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]

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Got Aging Parents? This Advisor’s Book Is For You

posted on June 15th 2020 in LA/OC CFP Team Posts with 0 Comments

John Chapman and Morgan Smith smiling.

WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here.  Morgan noted he wrote the book after being a caretaker to his mom and dad prior to their deaths, and seeing others struggling in the same situation. […]

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Some Rational Thoughts

posted on March 13th 2020 in Market Commentary with 0 Comments

coronavirus concept.

You’ve seen the news and we have, too. In fact, we have a careful eye on everything going down – and up. We’ve been hearing from many of you about your concerns.  The market is clearly responding to new information as it becomes known, but the market is pricing in unknowns, too. As risk increases […]

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