Nov
02

Presidential Elections and Investing

posted on November 2nd 2020 in LA/OC CFP Team Posts with 0 Comments

American at a polling booth

With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a recent podcast to this topic—and his interview of WorthPointe CEO Christopher Van Slyke provides some […]

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Oct
28

5 Myths About Retirement Planning

posted on October 28th 2020 in LA/OC CFP Team Posts with 0 Comments

Male realtor make offer for sale to old customers indoors

As I work with more people to help them plan for retirement, I realize there are a lot of myths floating around about the planning process. Here are five of them — debunked. Myth 1: A financial advisor will help me pick stocks to beat the market. While investments are important, they’re only one slice […]

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Aug
04

Educate Yourself Before Using Stop-Loss

posted on August 4th 2020 in LA/OC CFP Team Posts with 0 Comments

Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses the type of research investors should be doing before making a decision. John highlights the […]

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Aug
02

Managing Education Costs For Learning Challenged Students

posted on August 2nd 2020 in LA/OC CFP Team Posts with 0 Comments

WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of securing outside services for their children with learning challenges. In addition to noting the importance […]

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Jun
30

What Are You Teaching Your Kids About Money?

posted on June 30th 2020 in LA/OC CFP Team Posts with 0 Comments

Kid earning money for future

WorthPointe advisors John Chapman and Matt Addington — both fathers of three — talk about the need to educate children about money in a new video. The discussion was spurred by a recent Twitter post from Kyng Kyren, Can’t Be No Sucka Wit Ya Money, which shows him talking with his young daughter about things […]

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Jun
15

Got Aging Parents? This Advisor’s Book Is For You

posted on June 15th 2020 in LA/OC CFP Team Posts with 0 Comments

WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here.  Morgan noted he wrote the book after being a caretaker to his mom and dad prior to their deaths, and seeing others struggling in the same situation. […]

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May
26

How Small Businesses Are Applying for Disaster Relief

posted on May 26th 2020 in LA/OC CFP Team Posts with 0 Comments

Businessman working at his desk

The unprecedented effect of COVID-19 on the economy has resulted in a number of disaster relief alternatives being available to small businesses — and things seem to change rapidly as they scramble for funds. WorthPointe advisor John Chapman spoke with CPA Darren Morrow of Morrow & Co, CPAs, to learn how its small business clients […]

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Mar
11

3 Reasons You Should Care About John’s New Letters

posted on March 11th 2020 in LA/OC CFP Team Posts with 0 Comments

Reading the book. Bible book. Open book in hands. holding a bible

John Chapman, CFP®, CKA®, has recently earned the Certified Kingdom Advisor® designation. This certification reflects his training and expertise in biblically informed financial practices and the use of money with a sense of purpose and view of eternity. What does this mean for clients? Certified — To earn this certification, John had to complete an […]

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Jul
17

The Intrapreneur’s Wealth-Building Toolkit

posted on July 17th 2019 in LA/OC CFP Team Posts with 0 Comments

That’s not a typo in the headline; this blog is directed toward intrapreneurs — folks who hold manager, VP and director positions at public companies. These ambitious leaders often self-select as, but since they work within large organizations, they have wealth-building opportunities that are nuanced and unique compared to sole proprietors and entrepreneurs. As a […]

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