Wishing You and Your Loved Ones a Joyous Holiday Season
“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]
Read ArticleGiving Back
We’re proud to have a client-driven giving strategy at WorthPointe. In addition to working with you to find the best options for your donations, we also remain committed to giving back as a company. We had a great time volunteering at the Ronald McDonald house in San Diego this December. The WorthPointe team spent the […]
Read Article10 Smart Year-End Planning Moves to Consider
The end of the year is fast approaching and now is the perfect time to review items you might want to consider as you get set to enter 2017. Many of the IRS publications referenced below reference tax year 2015. Changes are not anticipated when 2016 guides are published. Before we get started, let’s stress […]
Read ArticleOur Perpetual Thanks To You and Your Family
“I am grateful for what I am and have. My Thanksgiving is perpetual.” — Henry David Thoreau When you celebrate the joyous day of Thanksgiving, we at WorthPointe Wealth Management hope you take a moment to count your blessings and give thanks for the health and happiness of your family.
Read ArticleStock Option Mistakes When You Leave Your Employer
Back in the 1980s, it seemed only Fortune 500 executives received stock options. Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants. When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]
Read ArticleThe Final Countdown
We always caution against watching stocks on a daily basis, because it’s too easy to get caught up in the daily volatility that inevitably will occur. If we go back to last summer’s late August swoon, it might have been tempting to bail when shares were near their bottom and financial reports bordered on hysteria. […]
Read ArticleWhy I Sleep Soundly (And You Can, Too)
What I Sell I sell brainpower. That’s it. Clients bring me all kinds of questions, and I seek out answers. Clients ask, “Can I afford a bigger house? Can I afford the house I’m in? Should I invest in this startup? What can we do about college expenses, or dad’s nursing home, or health insurance?” […]
Read ArticleThe Elephant in the Room and a European Bank
September has come and gone and we have exited the month following a period of unusual complacency, which is Wall Street speak for days upon days when the major market indices trade within an unusually narrow range. Recall that last month we quoted a piece from LPL Research pointing out that the S&P 500 range […]
Read ArticleThe Ides of September
There is something about October that spooks investors. Maybe it’s the market crash of 1929 or the one-day crash that happened in 1987. More recently, shares were pummeled in October 2008 after Lehman’s collapse roiled global credit markets. Though it has been a while, modest corrections in the late 1970s ruffled feathers in October. Almost […]
Read ArticleYes, No, Maybe
Have you ever met or approached a professional at a social event and been tempted to ask a personal question that relates specifically to your circumstances? Whether it’s from a physician, attorney or CPA, insight from professionals benefits us all when we need assistance in their field of expertise. While you may be reluctant to […]
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