posted on 6th August 2018 in San Diego CFP Team Posts

“For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is unfamiliar to a lot of people. Charles uses the lottery to explain how our behavior […]

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posted on 2nd August 2018 in San Diego CFP Team Posts

Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles L. Stanley, WorthPointe Partner and CERTIFIED FINANCIAL PLANNER™ professional, boils it down to the simplest of terms:  

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posted on 31st July 2018 in Market Commentary

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to be certain, except death and taxes.” It is a quote that comes down to us from Benjamin Franklin, who uttered the phrase in 1789. Taxes–federal, state, local, sales tax, property tax, gasoline tax, […]

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30 Jul 2018

Crosscurrents

Article written by
WorthPointe Wealth Management

posted on 30th July 2018 in Market Commentary

The tech-heavy NASDAQ Composite, and key measures of mid-sized and small companies touched new highs in June. Much of the underlying momentum can be traced to faster economic growth, rising corporate profits, and still-low interest rates. Another factor that lends support–S&P 500 companies repurchased a record $189.1 billion of their own shares in the first […]

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19 Jul 2018

Built for Collaboration

Article written by
Anthony G. Ferreira CFP®

posted on 19th July 2018 in San Diego CFP Team Posts

WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands out from San Diego Partner and Financial Planner, Anthony G. Ferreira.

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posted on 13th July 2018 in Austin CFP Team Posts

Are there many important things to be done when a parent is declining in health that you don’t read about too often? Most definitely — and I’d like to share some lessons learned that might help those of you who find yourself in this situation. There is plenty of information to be had on the […]

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posted on 10th July 2018 in Fort Worth CFP Team Posts

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 […]

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posted on 2nd July 2018 in San Diego CFP Team Posts

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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posted on 18th June 2018 in Fort Worth CFP Team Posts

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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