posted on 7th August 2020 in Newsletters & WorthPointe News

By Allison Blake A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can tell you advisors who run their own RIAs usually don’t make more money. Shocking, I […]

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posted on 4th August 2020 in LA/OC CFP Team Posts

Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses the type of research investors should be doing before making a decision. John highlights the […]

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posted on 2nd August 2020 in LA/OC CFP Team Posts

WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of securing outside services for their children with learning challenges. In addition to noting the importance […]

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posted on 21st July 2020 in WorthPointe News

How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog, CollegeInvestor.com, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]

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Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same path, but he just appears to be randomly going this way or that. The dog […]

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posted on 8th July 2020 in Your Family

I’m sure you’ve heard the phrase, “money doesn’t buy happiness.” Money absolutely gives you options to participate in things that make you happy — but money itself won’t make you happy since it’s just a tool. How, then, should you invest in order to have the happiest retirement possible? According to retirement researcher and expert […]

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posted on 30th June 2020 in LA/OC CFP Team Posts

WorthPointe advisors John Chapman and Matt Addington — both fathers of three — talk about the need to educate children about money in a new video. The discussion was spurred by a recent Twitter post from Kyng Kyren, Can’t Be No Sucka Wit Ya Money, which shows him talking with his young daughter about things […]

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posted on 23rd June 2020 in WorthPointe News

A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]

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posted on 17th June 2020 in Financial Planning

WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be required with respect to income planning. Discover why we feel you shouldn’t be panicking, why […]

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posted on 15th June 2020 in LA/OC CFP Team Posts

WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here.  Morgan noted he wrote the book after being a caretaker to his mom and dad prior to their deaths, and seeing others struggling in the same situation. […]

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