Apr
01

Have You Seen Who Made the Best-In-State Forbes List?

posted on April 1st 2019 in WorthPointe News with 0 Comments

We are thrilled to see Christopher Van Slyke, WorthPointe’s founder, on the 2019 Forbes Best-In-State Wealth Advisors list for Wyoming. This elite list is composed of some the nation’s best advisors, organized by their location. Advisors were nominated by their respective firms and thoroughly researched by SHOOK Research on behalf of Forbes. SHOOK Research gathered online […]

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Mar
27

How Brooks Morgan Rose From Intern to Partner at WorthPointe

posted on March 27th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]

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Mar
22

Getting to the Point of a Point

posted on March 22nd 2019 in Market Commentary & WorthPointe News with 0 Comments

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may […]

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Mar
13

WorthPointe Team Members Rise to Partnership

posted on March 13th 2019 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

Allison Blake and Brooks Morgan rise from entry-level to leadership Allison Blake, Chief Operating Officer and Chief Compliance Officer in San Diego, and Brooks Morgan, Portfolio Manager and Lead Advisor in Austin, have been made partners at WorthPointe. Their intentional hard work over the course of their time with the financial planning firm made them […]

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Feb
28

How Do We Compare to Austin’s Best Financial Planning Firms?

posted on February 28th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

Every year, the Austin Business Journal publishes its annual Book of Lists. This downloadable document or print book — both available for purchase — lists the “hottest area companies in their field” based on ranking criteria specified by field. In addition to listing by rank, each entry also includes key contact information for decision-makers and […]

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Feb
11

Are You Sure You’re Saving Enough for Retirement?

posted on February 11th 2019 in Market Commentary with 0 Comments

When people think about wealth management, they often are thinking about retirement — and the singular financial goal of getting there. “How much do I need to live off in retirement?” they think, and then calculate a number from there. While that’s certainly a place to start, we recommend a more dynamic approach to your […]

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Jan
30

2018 Year-End Investment Market Report

a report and a personal pen on a table

This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500’s all-time high on September 20). The bottom fell out in the final month of 2018, […]

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Jan
22

What Attracted our Advisors to WorthPointe?

Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories. Meet Morgan Advisor by day and surfer by night — Morgan is committed to balance in every area of life. He came to […]

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Jan
08

Here for You, Anywhere You Are

A Woman sitting window seat on a train, working on her Laptop

Here at WorthPointe, we want to help you get the most out of life. We are constantly rethinking the traditional features of a wealth management firm and reworking them to better fit your busy lifestyle. This includes our online presence and digital communication. 1. Our Office Online We redesigned our website with navigability and intuition […]

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