posted on 30th October 2020 in Newsletters & WorthPointe News & Your Financial Advisor

Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to feel overwhelmed.  Sound […]

Read Article
28 Oct 2020

5 Myths About Retirement Planning

Article written by

posted on 28th October 2020 in LA/OC CFP Team Posts

As I work with more people to help them plan for retirement, I realize there are a lot of myths floating around about the planning process. Here are five of them — debunked. Myth 1: A financial advisor will help me pick stocks to beat the market. While investments are important, they’re only one slice […]

Read Article

posted on 27th October 2020 in San Diego CFP Team Posts

WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows regardless of which party controls Congress. The outcome of his research may surprise you. Watch […]

Read Article

posted on 22nd October 2020 in San Diego CFP Team Posts

WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a president from a particular party is in office. You may be surprised at the outcome […]

Read Article

posted on 20th October 2020 in San Diego CFP Team Posts

WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a presidential election. You may be surprised at the outcome of his research. Watch here.

Read Article

posted on 14th October 2020 in Market Commentary & San Diego CFP Team Posts & WorthPointe News

Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or even for a lifetime.  Conversely, recent positive experiences might cause us to be overexuberant, and […]

Read Article

posted on 29th September 2020 in Financial Planning

Let me guess… You became a financial advisor because you want to help families secure their financial futures. You envisioned yourself coming to work every day fired up about helping your clients accomplish their dreams.  But you’ve hit a roadblock. The RIA you work for is squashing every ounce of passion you have. You feel […]

Read Article

posted on 14th September 2020 in San Diego CFP Team Posts

WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to Taking Care of Aging Parents, Morgan provided some specific suggestions for businesses and individuals to […]

Read Article

posted on 27th August 2020 in Financial Planning & Newsletters

For most financial advisors, owning your own firm sounds like a dream. You set your own schedule. You call all the shots. You take home all the profit.  But even if you’re pocketing all the profits, do you really earn more as a solo advisor than you would at a larger ensemble firm? Let’s find […]

Read Article

posted on 7th August 2020 in Newsletters & WorthPointe News

A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can tell you advisors who run their own RIAs usually don’t make more money. Shocking, I know. Let’s talk […]

Read Article