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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posted on 16th October 2018 in San Diego CFP Team Posts

A trust is a sophisticated asset management tool that relies on its manager to understand the risks and rewards behind its investment strategy. Many wonder whether they will benefit from having a professional manage their trust for them. We asked Charles L. Stanley, Partner and Financial Planner from our San Diego office, to help you […]

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posted on 11th October 2018 in Market Commentary

By Bob Veres Yesterday’s market declines — the Dow down 3.15%; the S&P 500 down 3.29%; and tech stocks, as represented by the Nasdaq index, off 4.08% — were entirely within the normal range of mini corrections, which we’ve experienced numerous times since March 9, 2009. But they represent an interesting test of character for […]

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posted on 11th October 2018 in Market Commentary & San Diego CFP Team Posts

Inflation! Interest Rates Rising! Trade Wars! Recession! Have you seen any of these words in headlines lately? Of course you have, because advertisers need to get paid. Do you wonder how these future possibilities affect what you should be doing with your investment strategy? After years of a low interest rate, low inflation environment, and […]

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02 Oct 2018

Coffee Break with John Chapman

Article written by
John Chapman

posted on 2nd October 2018 in LA/OC CFP Team Posts & WorthPointe News

John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory and serve a wealth of new clientele. Keep reading to get to know John and […]

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posted on 17th September 2018 in LA/OC CFP Team Posts & WorthPointe News

WorthPointe welcomes a through-and-through Orange County boy to the team: John Chapman, CFP®. Discovering the wealth management industry while interning for Merrill Lynch, John became energized to pursue a career as a financial advisor. Backed by an authentic love for people, he joined WorthPointe with the mission to bring better tools and genuine care to […]

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posted on 15th September 2018 in Market Commentary

The month of August marked an important milestone for the long-running bull market. On August 22, the bull market, as measured by the S&P 500 Index, extended its run to 3,453 calendar days, becoming the lengthiest bull market in history, or at least since WWII. While we may celebrate the milestone, let’s take a moment […]

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posted on 14th September 2018 in WorthPointe News

PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office   Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]

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posted on 10th September 2018 in San Diego CFP Team Posts

We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner and Financial Planner at WorthPointe’s San Diego office, comments on how most Californians could benefit from a better tax strategy:

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posted on 6th September 2018 in Market Commentary

Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details. A “how to” clip is usually available on YouTube, but there isn’t a practical way to reach out with follow-up questions. You need guidance from a caring individual. That is where […]

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