Some Rational Thoughts
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 […]
Read ArticleWe’re Delighted You Can Find Us In The Austin Business Journal Book of Lists
We just found out WorthPointe has been included in Austin Business Journal Book of Lists. We always love receiving news like this. Thank you to everyone who has supported us along this journey. We’re excited to see what else 2020 has in store for us.
Read ArticleWhat You Need to Know about the SECURE Act
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 […]
Read ArticleWe Made Financial Advisor Magazine’s 2019 RIA List
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 […]
Read ArticleThe Randomness of Global Equity Returns
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 […]
Read ArticleWhy We Love Volunteering at the Ronald McDonald House
We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community. “Life is More than Money” It’s easy to forget sometimes, but these opportunities give us a chance to push away from our desks and computers, and tune […]
Read ArticleHow We Give Big Pink
We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]
Read ArticleStart With the End in Mind
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 […]
Read ArticleWe’re Glad to Be Among AdvisorHQ’s Top Financial Advisors in San Diego
We recently announced that AdvisorHQ recognized our Austin team and now we’re excited to see WorthPointe listed among its Top Financial Advisors and Wealth Management Firms in San Diego. We know how difficult it can be to find an advisor you can trust with your future. You want someone with whom you can partner and […]
Read ArticleCongratulations to John Chapman, WorthPointe’s Newest Partner
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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