posted on 29th June 2016 in Fort Worth CFP Team Posts & Your Financial Advisor

By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]

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posted on 28th June 2016 in Market Commentary

By: Tom O’Connor, WorthPointe Financial Planner · Los Angeles, Orange County CA IN THIS ARTICLE: 1) Britain has voted to leave the European Union. Could this be the start of a protectionist trend? What would this mean for investors?  2) Hours after the vote, stocks were down slightly. Gold and long-term U.S. bonds were up slightly. Should we get in on […]

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24 Jun 2016

Welcome to Brexit

Article written by
WorthPointe Wealth Management

posted on 24th June 2016 in Market Commentary & Newsletters

Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable.  The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling.   London’s […]

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posted on 23rd June 2016 in San Diego CFP Team Posts & Your Financial Advisor

You have been doing well for yourself. You have made good money and accumulated a reasonable degree of personal wealth. But, in your gut, you fear you could lose it all. You could wind up in poverty. What would it be like to wake up one morning and find you are losing your business and […]

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13 Jun 2016

Upholding Your Best Interest Regardless of Your Assets

Article written by
WorthPointe Wealth Management

posted on 13th June 2016 in WorthPointe News

The practice of basing a client’s fees solely on the assets under the management of their financial advisor instead of their overall net worth is currently being analyzed by the financial services industry in recent news. While some may argue that the use of fees based on assets under management protects clients from overpaying, clients […]

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08 Jun 2016

Summer’s Hot Issues

Article written by
WorthPointe Wealth Management

posted on 8th June 2016 in Market Commentary & Newsletters

On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]

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posted on 7th June 2016 in San Diego CFP Team Posts & Your Financial Advisor

You are thinking seriously about getting your estate planning done. You need to create a trust. You are in a quandary about who you should name as successor trustee. Read on and I will help you think through a few points about who you should name as successor trustee. What a trustee’s duties are. Many […]

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posted on 12th May 2016 in San Diego CFP Team Posts & Your Financial Advisor

I believe the majority of trusts are managed by family members rather than professional trustee or fiduciaries. That is hard to prove since trusts are private documents, but my near 30 years of experience working with trustees makes me believe that is the case.  Having family members act as trustee saves money over the cost […]

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05 May 2016

Why We Buy What We Buy

Article written by
WorthPointe Wealth Management

posted on 5th May 2016 in Market Commentary

Last month, we wrote about stocks and how the collective wisdom of the market values, or prices, companies. Continuing on with that theme, it’s important to understand why we may recommend a particular stock, bond, or any investment for one person, and why that same security may not be appropriate for another. In some ways, […]

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