18 Feb 2021

Proactive Estate Planning

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posted on 18th February 2021 in LA/OC CFP Team Posts

No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to have a plan in a recent podcast. In addition to detailing what documents are involved, […]

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posted on 28th January 2021 in WorthPointe News

We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring to our clients and to the high standards of integrity to which we hold ourselves. […]

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posted on 25th January 2021 in Market Commentary & San Diego CFP Team Posts & WorthPointe News

2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family, and emotional well-being. That’s great news, as there are many less fortunate who are still […]

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posted on 12th November 2020 in WorthPointe News

The Practice Profile in the September 2020 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture, which supports team members personally and professionally. It also highlights the fact that WorthPointe was […]

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posted on 5th November 2020 in WorthPointe News

Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing at #416.  Another statistic provided—22.76 percent growth in assets per client—is a point of pride […]

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02 Nov 2020

Presidential Elections and Investing

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

With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a recent podcast to this topic—and his interview of WorthPointe CEO Christopher Van Slyke provides some […]

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posted on 30th October 2020 in Newsletters & WorthPointe News & Your Financial Advisor

By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to […]

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28 Oct 2020

5 Myths About Retirement Planning

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posted on 28th October 2020 in LA/OC CFP Team Posts

As I work with more people to help them plan for retirement, I realize there are a lot of myths floating around about the planning process. Here are five of them — debunked. Myth 1: A financial advisor will help me pick stocks to beat the market. While investments are important, they’re only one slice […]

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posted on 27th October 2020 in San Diego CFP Team Posts

WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows regardless of which party controls Congress. The outcome of his research may surprise you. Watch […]

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posted on 22nd October 2020 in San Diego CFP Team Posts

WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a president from a particular party is in office. You may be surprised at the outcome […]

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