So, You Just Won the Lottery; Now What?
Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]
Read ArticleWorthPointe Featured on Best Austin Financial Planners List
The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]
Read ArticleMarket Commentary: A Republican Crackup and the Stock Market
There was no shortage of angst in the investment community that a Donald Trump victory in last year’s election would send shares down sharply, at least in the immediate aftermath of a Trump win. In reality, just the opposite happened, with stocks surging in the wake of his surprise victory. The pre-election day conventional wisdom […]
Read ArticleWorthPointe Named Among Top San Diego Financial Planners
We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]
Read ArticleThe Future is Now
Many people focus on how much money they need to accumulate so they can stop working. The question then becomes, “How do I get there?” Most of us contribute to a 401(k) at work, but often just enough to capture any employer matching funds. Let me tell it to you straight. If you are contributing […]
Read ArticleThe Soaring Cost of College
Ballooning college costs The average cost of tuition and fees for the 2016–2017 school year is $33,480 at private colleges and $9,650 for state residents at public colleges. It averages $24,930 for out-of-state residents attending public universities, according to data provided by the College Board. Of course, that doesn’t include an array of other expenses […]
Read ArticleThe February Market Recap
Table 1: Key Index Returns Source: Wall Street Journal, MSCI.com, CNBC, Morningstar MTD returns: January 31, 2017 – February 28, 2017 YTD returns: December 30, 2016 – February 28, 2017 *Annualized **In U.S. dollars Awash in a pool of politics The market narrative that has dominated the news cycle since November has been the […]
Read ArticleOrange County Homeowners’ Tax Withholding Insider Tips
If you haven’t read my last two posts about filling out withholding forms and justifying low withholding, please take a look! Next up, I’d like to share some insider tips to make tax withholding work for you, especially if you started off with the wrong withholding rate, or if your income or deductions change during […]
Read ArticleWorthPointe Named Top 20 Financial Firms in Austin by Expertise.com
Expertise reviewed 193 Austin financial planners. They scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Austin, TX. We’re honored to be included in their top 10 Austin Financial Advisory Firms.
Read ArticleU.S. Stocks: Smart or Lucky?
How is today like 1997? Take a look at the following graph. The top two lines are U.S. stocks, large and small. Over the past seven years, they have far and away outrun the light blue line, which shows international stocks. 2010 to 2016 Source: Russell, Standard and Poor, Morgan Stanley Capital International. Charting software […]
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