Dec
12

10 Smart Year-End Planning Moves to Consider

posted on December 12th 2016 in Market Commentary with 0 Comments

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 […]

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Nov
24

Our Perpetual Thanks To You and Your Family

posted on November 24th 2016 in WorthPointe News with 0 Comments

Happy Thanksgiving from WorthPointe

“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.

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Nov
15

Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Stock 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 […]

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Nov
07

The Final Countdown

posted on November 7th 2016 in Market Commentary with 0 Comments

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. […]

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Oct
25

Why I Sleep Soundly (And You Can, Too)

posted on October 25th 2016 in LA/OC CFP Team Posts with 0 Comments

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?” […]

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Oct
17

The Elephant in the Room and a European Bank

posted on October 17th 2016 in Market Commentary with 0 Comments

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 […]

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Sep
20

The Ides of September

posted on September 20th 2016 in Market Commentary with 0 Comments

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 […]

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Aug
15

Yes, No, Maybe

posted on August 15th 2016 in Market Commentary with 0 Comments

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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