Jun
20

How to Manage It: Millennial Rules for Finances

posted on June 20th 2019 in Austin CFP Team Posts & Fort Worth CFP Team Posts with 0 Comments

Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]

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Apr
09

We are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas

posted on April 9th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when it comes to finding a financial advisor you can trust. And you want to someone […]

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Mar
27

How Brooks Morgan Rose From Intern to Partner at WorthPointe

posted on March 27th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

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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Feb
28

How Do We Compare to Austin’s Best Financial Planning Firms?

posted on February 28th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

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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Jan
30

2018 Year-End Investment Market Report

a report and a personal pen on a table

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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Jan
23

Picking Funds Based on Performance: A Fool’s Game

posted on January 23rd 2019 in Austin CFP Team Posts & Market Commentary with 0 Comments

Image of a LED stock market board.

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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Jan
22

What Attracted our Advisors to WorthPointe?

Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories. Meet Morgan Advisor by day and surfer by night — Morgan is committed to balance in every area of life. He came to […]

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Jan
08

Here for You, Anywhere You Are

A Woman sitting window seat on a train, working on her Laptop

Here at WorthPointe, we want to help you get the most out of life. We are constantly rethinking the traditional features of a wealth management firm and reworking them to better fit your busy lifestyle. This includes our online presence and digital communication. 1. Our Office Online We redesigned our website with navigability and intuition […]

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