How Millennials Can Build their Dream Career
Achieving your dreams is possible with hard work. We built WorthPointe with that principle in mind. In his latest podcast, Orange County financial advisor John Chapman brings you guidance on how to scale your career, from wherever you are, from an industry expert. Whether you’re looking for a job or firmly committed to your […]
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Elegance can be defined as having the following characteristics: Pleasing Innovative Simple As a thought experiment, ask yourself how many of these characteristics embody your life today? Then ask yourself if this what you want your life to be — especially moving forward toward retirement. You’ve been working hard to take care of your family, […]
Read ArticleThe Randomness of Global Equity Returns
Investment opportunities exist all around the globe Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year […]
Read ArticleThe Intrapreneur’s Wealth-Building Toolkit
That’s not a typo in the headline; this blog is directed toward intrapreneurs — folks who hold manager, VP and director positions at public companies. These ambitious leaders often self-select as, but since they work within large organizations, they have wealth-building opportunities that are nuanced and unique compared to sole proprietors and entrepreneurs. As a […]
Read ArticleHow to Manage It: Millennial Rules for Finances
Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]
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We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community. “Life is More than Money” It’s easy to forget sometimes, but these opportunities give us a chance to push away from our desks and computers, and tune […]
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As I’ve noted in a previous blog, I like to break down where money goes into four buckets: Live, Give, Owe and Grow. Today, I’m going to expand on that concept by introducing the five sub-categories to the Grow bucket that make up your sequential investing hierarchy. Let’s start with the assumption that your financial […]
Read ArticleHow We Give Big Pink
We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]
Read ArticleStart With the End in Mind
The younger you are, the less you’re likely able — or willing — to think about what your retirement might be like. That’s OK, but you probably do know one thing, even if you’re a millennial with years and years to save toward your future: you want to have enough money to support your lifestyle […]
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We recently announced that AdvisorHQ recognized our Austin team and now we’re excited to see WorthPointe listed among its Top Financial Advisors and Wealth Management Firms in San Diego. We know how difficult it can be to find an advisor you can trust with your future. You want someone with whom you can partner and […]
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