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
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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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 […]

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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 […]

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Jun
18

What are the Tax Implications of Options Trading?

posted on June 18th 2018 in Fort Worth CFP Team Posts with 0 Comments

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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Mar
08

Part 2: Volatile Markets – How the Financial Media Helped Build Demand for Dangerous Products Based on the VIX

posted on March 8th 2018 in Fort Worth CFP Team Posts with 0 Comments

To understand what happened in the markets the week of February 5, you need an understanding of the psychological forces behind what happened. The VIX isn’t just an index that reflects what’s going on with options. It’s a psychological measure, and that’s where the media comes in. You cannot directly trade the VIX. Yet, the […]

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