How to Earn the Future You Deserve
By all accounts, Joshua Wilson is a successful, respected, and thriving professional. But none of his achievements were handed to him–not ever. Growing up in distressed Haleyville, Alabama, Joshua received a hands-on lesson in hardwork and perseverance. Refusing to “just go back,” Joshua chose to move forward. Watch Joshua attest to the obstacles he faced […]
Read ArticleLaunching a Career as a Financial Planner
Becoming a CERTIFIED FINANCIAL PLANNER™ professional takes a great deal of dedication, education, and experience, so we asked our Partner and Financial Planner, Anthony to share his motivation for wanting to become a financial advisor in the first place. Unsurprisingly, his interest started at a very young age. Learn more about his journey in our […]
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Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options enhancement component to your overall investment strategy may be a great way to enhance how […]
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Healthcare costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. A 65-year-old couple that left the workforce in 2017 will spend an average of $275,000 to cover medical expenses through retirement, according to the latest retiree healthcare cost estimate provided by Fidelity Benefits Consulting. That’s […]
Read ArticleHow WorthPointe Got Its Start
Having been established over 15 years ago, WorthPointe’s continues to grow from three original yet fundamental beliefs: start from the heart, do the hard work, and put the client first. Anthony G. Ferreira, WorthPointe Partner and Financial Planner, shares these insights from WorthPointe’s early days in a recent video interview.
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Investing seems like it should be straightforward: buy when stock is low, sell when its high. Reap the profit. Makes sense especially when you consider the big gains demonstrated by the stock market over the past couple of years. Big margins meant bigger discounts for customers of the financial service industry with the growing popularity […]
Read Article3 Tips for Choosing Your Financial Planner
You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can be harder to nail down. How do you know if your advisor will have the experience and freedom to […]
Read ArticleIs Now the Time to Convert your IRA into a Roth?
There are many different ways you can shelter your savings from taxes. It is a powerful incentive for us to save for retirement. Options give us choices, but choices can confuse as options proliferate. In the name of simplicity, we’ll avoid what is sometimes called the “alphabet soup” of retirement accounts. Instead, let’s spend a […]
Read ArticleA Sea of Tranquility — Not!
Last year, stocks marched higher with only minor pullbacks. When the year ended, the largest peak-to-trough decline for the S&P 500 Index was just under 3%. It was a year that lacked turbulence and rewarded diversified investors. Since the beginning of February, volatility has returned. It’s a reminder that periods of relative tranquility don’t last […]
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The WorthPointe team is grateful for AdvisoryHQ’s recent inclusion of our firm in their Top 10 Best Financial Advisors in Austin, TX list. AdvisoryHQ employs a unique methodology that objectively evaluates the total assets under management (AUM), firm size and quality, as well as the amount of revenue generated by an advisory firm. Being recognized […]
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