posted on 11th February 2019 in Market Commentary

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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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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posted on 23rd January 2019 in Austin CFP Team Posts & Market Commentary

You’ve probably heard from the do-it-yourselfer at your office. “I just invest in the funds with the best performance.” But is this a reasonable? Though a book could be written citing numerous academic studies to address the validity of this “strategy,” I’ll cut to the chase by citing Dimensional Fund Advisors’ (DFA’s) annual study of […]

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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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posted on 17th January 2019 in WorthPointe News

I had a conversation recently with a client of mine (we’ll call him Tom) who was worried about the recent volatility in the markets. I’d like to share its essence to help you gain perspective of the dangers you as an investor can often bring to the prospects of your long-term financial success. This particular […]

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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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Our clients come to us looking for creative solutions to unique financial situations — and we take pride knowing we can develop custom plans for them that meet their needs. They don’t want the standard set of services. They are looking for something just for them. And we love to deliver. Financial Planning is a […]

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29 Nov 2018

Meet Our Advisors

Article written by
WorthPointe Wealth Management

We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]

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posted on 1st November 2018 in Market Commentary

Floods, hurricanes, wildfires, earthquakes, extreme winds, and tornadoes all have the potential to create treacherous conditions and cause devastation. We prepare with insurance, but it is often inadequate. It covers many, but not all natural disasters. Flooding requires flood insurance. And a standard homeowner’s policy won’t cover damages caused if the ground shakes violently. Disaster […]

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