The Gift of Financial Planning
Our clients come to us looking for creative solutions to unique financial situations — and we take pride knowing we can develop custom plans for them that meet their needs. They don’t want the standard set of services. They are looking for something just for them. And we love to deliver. Financial Planning is a […]
Read ArticleMeet Our Advisors
We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]
Read ArticleThe Importance of a Financial Emergency Kit
Floods, hurricanes, wildfires, earthquakes, extreme winds, and tornadoes all have the potential to create treacherous conditions and cause devastation. We prepare with insurance, but it is often inadequate. It covers many, but not all natural disasters. Flooding requires flood insurance. And a standard homeowner’s policy won’t cover damages caused if the ground shakes violently. Disaster […]
Read ArticleDo You Go Pro or Go Solo to Manage Your Trust?
A trust is a sophisticated asset management tool that relies on its manager to understand the risks and rewards behind its investment strategy. Many wonder whether they will benefit from having a professional manage their trust for them. We asked Charles L. Stanley, Partner and Financial Planner from our San Diego office, to help you […]
Read ArticleFire in a Crowded Theater
By Bob Veres Yesterday’s market declines — the Dow down 3.15%; the S&P 500 down 3.29%; and tech stocks, as represented by the Nasdaq index, off 4.08% — were entirely within the normal range of mini corrections, which we’ve experienced numerous times since March 9, 2009. But they represent an interesting test of character for […]
Read ArticleThe Morgan Report Q3 2018: Trimming The Sails
Inflation! Interest Rates Rising! Trade Wars! Recession! Have you seen any of these words in headlines lately? Of course you have, because advertisers need to get paid. Do you wonder how these future possibilities affect what you should be doing with your investment strategy? After years of a low interest rate, low inflation environment, and […]
Read ArticleCoffee Break with John Chapman
John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory and serve a wealth of new clientele. Keep reading to get to know John and […]
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WorthPointe welcomes a through-and-through Orange County boy to the team: John Chapman, CFP®. Discovering the wealth management industry while interning for Merrill Lynch, John became energized to pursue a career as a financial advisor. Backed by an authentic love for people, he joined WorthPointe with the mission to bring better tools and genuine care to […]
Read ArticleThe Running of the Bulls
The month of August marked an important milestone for the long-running bull market. On August 22, the bull market, as measured by the S&P 500 Index, extended its run to 3,453 calendar days, becoming the lengthiest bull market in history, or at least since WWII. While we may celebrate the milestone, let’s take a moment […]
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PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]
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