Mar
13

Some Rational Thoughts

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

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

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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May
14

Start With the End in Mind

posted on May 14th 2019 in LA/OC CFP Team Posts with 0 Comments

The younger you are, the less you’re likely able — or willing — to think about what your retirement might be like. That’s OK, but you probably do know one thing, even if you’re a millennial with years and years to save toward your future: you want to have enough money to support your lifestyle […]

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Apr
30

Congratulations to John Chapman, WorthPointe’s Newest Partner

posted on April 30th 2019 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us. Noting his commitment to our shared vision, we are happy to welcome […]

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