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Read ArticleDon’t Confuse Information For Wisdom
This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. Information is not knowledge or judgment. The Internet […]
Read ArticleU.S. Stocks: Smart or Lucky?
How is today like 1997? Take a look at the following graph. The top two lines are U.S. stocks, large and small. Over the past seven years, they have far and away outrun the light blue line, which shows international stocks. 2010 to 2016 Source: Russell, Standard and Poor, Morgan Stanley Capital International. Charting software […]
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If you haven’t read my last post about cutting your federal tax withholding, Orange County Homeowners’ Guide to Cut Your Tax Withholding, please take a look before reading the information below. Once you have your federal W4 ready, your next steps are to file it and to verify you’re getting the savings you expect. The […]
Read ArticleThe Likelihood of Beating Marketplace Odds
This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. Just because a certain money manager or mutual […]
Read ArticleIncome In Our Golden Years
As adults, we know the importance of saving for retirement. It’s really easy. Just set up an automatic withdrawal from each month’s paycheck and direct it into a retirement account. What becomes trickier is the amount we should be saving and how we should best invest it. But what happens as we enter retirement? We’ve […]
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Do you get big tax refunds every year? Cut them out! This article will show you how. In a following article, I offer to help you fill out your W4 and DE-4, or check your math, for free. (See details to follow; there’s no sales pitch, no obligation of any kind.) Also in a […]
Read ArticleAll Trumped Up
A recurring theme you’ve heard from us is that stocks take their longer-term cues from what’s happening to corporate profits and expectations of corporate profits, how the economy is expected to perform (which supports profits), and what’s happening to interest rates. But shorter term, any number of events or issues can creep on to the […]
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A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]
Read ArticleThe Essentials of Selling Your Tech Business Webinar Tuesday February 28th with Morgan Smith
WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern. This webinar is part of an ongoing series by The Austin Dale Group […]
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