How Small Businesses Are Applying for Disaster Relief
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 […]
Read Article3 Reasons You Should Care About John’s New Letters
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 […]
Read ArticleThe Intrapreneur’s Wealth-Building Toolkit
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 […]
Read ArticleYour Sequential Investing Hierarchy: First Things First
As I’ve noted in a previous blog, I like to break down where money goes into four buckets: Live, Give, Owe and Grow. Today, I’m going to expand on that concept by introducing the five sub-categories to the Grow bucket that make up your sequential investing hierarchy. Let’s start with the assumption that your financial […]
Read ArticleStart With the End in Mind
The younger you are, the less you’re likely able — or willing — to think about what your retirement might be like. That’s OK, but you probably do know one thing, even if you’re a millennial with years and years to save toward your future: you want to have enough money to support your lifestyle […]
Read ArticleAre You Too Paralyzed to Plan?
Analysis paralysis — we’ve all been there at some point. I know I’ve been guilty of it. As a financial advisor, I see it all too often with millennials and Gen Xers when it comes to financial planning. And for even bigger topics, like retirement planning, it can feel so daunting they choose to never […]
Read ArticleCongratulations to John Chapman, WorthPointe’s Newest Partner
John Chapman joined WorthPointe in 2018, to bring our presence to Orange County. Since then, his entrepreneurial drive has helped us expand our reach throughout the region. Initially attracted to our company culture and tailored investment approach, John found a home with us. Noting his commitment to our shared vision, we are happy to welcome […]
Read ArticleNo Goals? No Problem — If You Focus on Habits and Systems
Having clearly defined goals is critical to financial planning — or is it? For financial advisors, goals are ingrained in the way we talk and think, but I’ve found not everyone thinks about managing money this way. Pre-retirees who’ve spent years considering the next phase in life often come to the table with a few […]
Read Article2018 Year-End Investment Market Report
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 ArticleWhat 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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