Nov
05

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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Aug
04

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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Jun
23

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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Jun
15

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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Mar
13

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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Feb
17

What You Need to Know about the SECURE Act

posted on February 17th 2020 in Market Commentary with 0 Comments

Young woman in coat sitting looking at view of United States Congress Capitol building, golden orange yellow foliage autumn fall trees on street during sunny day in Washington DC.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act became law during the last few weeks of 2019 and became effective on January 1. This measure, which affects anyone who has an IRA, includes the following significant changes: RMDs will begin at age 72, instead of 70½  — Required minimum distributions (RMDs) must be […]

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Sep
18

We Made Financial Advisor Magazine’s 2019 RIA List

posted on September 18th 2019 in WorthPointe News with 0 Comments

Financial Times Top Financial Advisers 2019 logo.

We’re thrilled to see our firm among Financial Advisor Magazine’s 2019 RIA Ranking. It’s always an honor to be among so many other great firms. Putting our clients first and bringing them the most innovative strategies we can has led to our success. As always, we want to thank our amazing clients, who entrust us […]

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Jul
17

The Randomness of Global Equity Returns

posted on July 17th 2019 in Market Commentary with 0 Comments

Investment opportunities exist all around the globe   Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year […]

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