May
20

Are You Seeking The Right Things?

posted on May 20th 2020 in Fort Worth CFP Team Posts with 0 Comments

One of the things we financial planners seek to do for clients is remove—or at least limit—the emotional aspects of investing. Even in the best of times, people tend to second-guess themselves, and when times are uncertain, like today, I see many investors focusing on the negative, rather than maintaining a more positive mindset. The […]

Read Article
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 […]

Read Article
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, […]

Read Article
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 […]

Read Article
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 […]

Read Article
Nov
29

Meet Our Advisors

We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]

Read Article
Jul
10

How to Earn the Future You Deserve

posted on July 10th 2018 in Fort Worth CFP Team Posts with 0 Comments

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 […]

Read Article