posted on 17th October 2022 in Financial Planning & Market Commentary

Recently the International Monetary Fund’s (IMF) Chief Economist Pierre-Olivier Gourinchas, as a supplement to the IMF’s World Economic Outlook Report October 2022 stated in his blog that “Overall, this year’s shocks will re-open economic wounds that were only partially healed post-pandemic. In short, the worst is yet to come, and, for many people, 2023 will […]

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posted on 26th July 2022 in Financial Planning & Market Commentary

Once upon a time, everything was peaceful and all beings lived in harmony. Well, I don’t know when that moment occurred or if it ever will but it sure feels like recently, random acts that are detrimental to our quality of life are occurring more frequently both locally and globally. Of course, this can have […]

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posted on 18th April 2022 in Financial Planning & Market Commentary

Quite often, people and investment managers select what they think are superior investments via seemingly well thought out analysis of the particular companies of interest and the macroeconomic conditions that affect them. “Obvious” picks seem to be readily apparent. The problem with this predictive approach, in my opinion, is that it is often the unknown […]

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posted on 20th January 2022 in Financial Planning & Market Commentary

I’d like to submit that one of the goals in life is to evolve over time in such a manner that your perspective and insights are continually improving; some would call this wisdom. Whether this progression is in your spiritual, physical, or financial life, you, your family, and your community will be better served by […]

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posted on 9th November 2021 in Austin CFP Team Posts

Here’s a fourth quarter “Top 10 To Do List” of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the amount that should have been withdrawn.   If your income tax bracket is low this year, […]

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posted on 20th October 2021 in Financial Planning & Market Commentary

It’s not often investors are able to see the inner workings of a truly brilliant trading strategy in a cutting-edge sector of the investment world, in this case cryptocurrency. Many unique investment strategies are often driven by “black box” quantitative machines using computer algorithms investors aren’t privy to lest their secrets be revealed. This obfuscation […]

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posted on 28th September 2021 in National Ranking & WorthPointe News

WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]

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posted on 3rd August 2021 in Financial Planning

If you’re under age 50, it may be difficult to imagine your health condition and medical needs decades into the future. However, when analyzing the need and benefits of long-term care insurance, perhaps it’s easier to recall a personal experience with a parent or grandparent who needed long-term medical assistance later in life. The financial […]

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On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world’s biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue to climb. Or will they? I must admit I’m not a coffee achiever. My morning […]

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