When you put it out into the universe that you’re interested in purchasing real estate in San Diego you begin to hear a lot of opinions. Your spouse may be quick to rattle off a lengthy “wants” list. You’ve been reading about how it’s a seller’s market yet the interest rates are still low. And […]
Read ArticleThe Investment Unicorn
Unless your age is in single digits, you’ve probably figured out that unicorns don’t exist — but that doesn’t stop many of you, even those with advanced degrees, from searching for what I call the investment unicorn. Perhaps it’s human nature to thirst for things that are improbable, such as being able to eat anything […]
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WorthPointe Chief Investment Officer Joshua I. Wilson, CMT®, AIF® has been named a featured speaker at the Global Private Wealth Dallas Forum. Global Private Wealth Dallas Forum 2017 is a gathering for Ultra High Net Worth Investors and Family Offices seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance […]
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Stocks at home and overseas have experienced a run up in prices over the last six months. After the S&P 500 Index claimed a new high on March 1, it has more or less held within a narrow range. That hasn’t been the case for the tech-heavy NASDAQ Composite, which topped 6,000 for the first time […]
Read ArticleVIDEO: The WorthPointe Peace of Mind
What’s different about WorthPointe? We measure value by client satisfaction and progress towards your goals. Get to know WorthPointe from Partner and San Diego Financial Planner, Ken Corlett, CFP®.
Read ArticleSo, You Just Won the Lottery; Now What?
Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]
Read ArticleWhat’s the Deal with Trump’s Tax Plan?
The questions about Trump’s tax plan are already coming in. Here’s a quick rundown of what you need to know. It’s not actually a plan at all — more like a very big picture wish list. It’s a couple of headlines and an order to look into making it happen. Any discussion at this point, […]
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The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]
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Did your “financial advisor” suggest that fund or option to you because it was the most beneficial for you or it gave them a leg-up to win their firm’s trip to Las Vegas? WorthPointe Chief Investment Advisor Joshua Wilson, CMT®, AIF® talks about the difference between fee-based financial advice and working with a fee-only financial […]
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You never have so much success, money, or experience that you can’t go broke. Develop a plan for post-sale success prior to the sale of your business. WorthPointe Partner Morgan H. Smith, Jr., IMBA, CFP® was invited by the Austin Dale Group to discuss the personal financial strategies to consider while selling your tech business. […]
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