posted on 27th March 2019 in Austin CFP Team Posts & WorthPointe News

We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]

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posted on 25th March 2019 in WorthPointe News

At the beginning of a new year, many investors review what happened in the past year, searching for next year’s potential winners. Some investors believe the momentum from last year’s returns in an asset class will continue in the future, i.e, they buy into the concept of extrapolation. And this happens — sometimes. It’s known […]

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20 Mar 2019

Calling Out Budget Haters

Article written by
John Chapman

posted on 20th March 2019 in WorthPointe News

Live-Give-Owe-Grow When I bring up the “B” word — budget — in meetings with clients, invariably one spouse cringes and the other gives some other none-too-happy non-verbal response. I know keeping track of spending can be a tiresome task, but it’s not something everyone must do. Surprised to hear that from a financial advisor? There […]

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posted on 18th March 2019 in San Diego CFP Team Posts & WorthPointe News

We are pleased to announce that our COO Allison Blake, who manages daily operations and supports the long-term growth of the firm, was recently made a partner at WorthPointe. Leading from the Front Every firm needs a solid leader at the helm. That’s why we are so lucky to have Allison. In addition to serving […]

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posted on 13th March 2019 in San Diego CFP Team Posts & WorthPointe News

Allison Blake and Brooks Morgan rise from entry-level to leadership Allison Blake, Chief Operating Officer and Chief Compliance Officer in San Diego, and Brooks Morgan, Portfolio Manager and Lead Advisor in Austin, have been made partners at WorthPointe. Their intentional hard work over the course of their time with the financial planning firm made them […]

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posted on 28th February 2019 in Austin CFP Team Posts & WorthPointe News

Every year, the Austin Business Journal publishes its annual Book of Lists. This downloadable document or print book — both available for purchase — lists the “hottest area companies in their field” based on ranking criteria specified by field. In addition to listing by rank, each entry also includes key contact information for decision-makers and […]

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posted on 11th February 2019 in Market Commentary

When people think about wealth management, they often are thinking about retirement — and the singular financial goal of getting there. “How much do I need to live off in retirement?” they think, and then calculate a number from there. While that’s certainly a place to start, we recommend a more dynamic approach to your […]

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This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500’s all-time high on September 20). The bottom fell out in the final month of 2018, […]

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posted on 23rd January 2019 in Austin CFP Team Posts & Market Commentary

You’ve probably heard from the do-it-yourselfer at your office. “I just invest in the funds with the best performance.” But is this a reasonable? Though a book could be written citing numerous academic studies to address the validity of this “strategy,” I’ll cut to the chase by citing Dimensional Fund Advisors’ (DFA’s) annual study of […]

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