posted on 27th May 2020 in WorthPointe News

The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]

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posted on 20th May 2020 in Fort Worth CFP Team Posts

One of the things we financial planners seek to do for clients is remove—or at least limit—the emotional aspects of investing. Even in the best of times, people tend to second-guess themselves, and when times are uncertain, like today, I see many investors focusing on the negative, rather than maintaining a more positive mindset. The […]

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posted on 18th May 2020 in LA/OC CFP Team Posts

The unprecedented effect of COVID-19 on the economy has resulted in a number of disaster relief alternatives being available to small businesses — and things seem to change rapidly as they scramble for funds. WorthPointe advisor John Chapman spoke with CPA Darren Morrow of Morrow & Co, CPAs, to learn how its small business clients […]

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posted on 14th May 2020 in Retirement

If you’re in your late 50s or early 60s and hoping to retire over the next two to four years, should you be worried that recents events such as the COVID-19 and the unstable market have set you back? Maybe, according to WorthPointe advisors John Chapman and Matt Addington, who discuss this question in a […]

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posted on 6th May 2020 in Financial Planning

Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving his personal experiences with his professional expertise, he provides plenty of food for thought about […]

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posted on 30th April 2020 in WorthPointe News

Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an appreciation for making every dollar count and making money work harder. He also developed an interest […]

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posted on 28th April 2020 in Webinars

In light of the COVID-19 crisis, a number of financial concerns are on everyone’s minds. What’s going to happen next? What should we do to respond? We can’t predict the future and can’t be certain about financial forecasting. Morgan Smith, CFP® and advisor at WorthPointe, explores that topic as well as the risks and opportunities […]

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“Wow.” When I pause, look out the window, and think about the current state of affairs, that’s the word that most easily slides off the tongue — and I know those of you I’ve spoken with recently share that sentiment. There’s no question we’re all in this together and my first thoughts are for the […]

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posted on 16th April 2020 in WorthPointe News

Do You Need Disability Insurance? That might be a question for your financial advisor, but let’s dig into this important topic. On this episode of “The John Chapman Show,” John talks with Robert Clark about disability insurance. John mentions that when he works with financial planning clients, life insurance and health insurance always come up. […]

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posted on 16th April 2020 in WorthPointe News

We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, […]

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