Sep
28

WorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings

posted on September 28th 2021 in National Ranking & WorthPointe News with 0 Comments

WorthPointe Logo with RIA Survey & Ranking Trophy from Financial Advisor Magazine

WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and submit FA Magazine’s survey.. RIA Firms from across the country are invited by Financial Advisor […]

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Jul
23

The Morgan Report Q2 2021 Review – Invest in Coffee!

The Morgan Report Q2 2021 Review - Invest in Coffee!

On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world’s biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue to climb. Or will they? I must admit I’m not a coffee achiever. My morning […]

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Apr
19

The Morgan Report Q1 2021 Review – An Advocate for Your Values

Couple consulting with a female financial manager at the bank

The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The positive throughout this is that it has forced us to minimize the noise in our […]

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Jan
25

The Morgan Report Q4 2020 Review – Lessons Learned

posted on January 25th 2021 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

African American Businesswoman Working On Laptop In Office.

2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family, and emotional well-being. That’s great news, as there are many less fortunate who are still […]

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Nov
12

NAPFA Advisor Magazine Showcases WorthPointe’s Story

posted on November 12th 2020 in WorthPointe News with 0 Comments

Downtown San Diego Skyline Buildings At Sunset.

The Practice Profile in the September 2020 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture, which supports team members personally and professionally. It also highlights the fact that WorthPointe was […]

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Nov
05

Financial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms

posted on November 5th 2020 in WorthPointe News with 0 Comments

Beautiful skyscrapers against the sky, modern high-rise buildings bottom view.

Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing at #416.  Another statistic provided—22.76 percent growth in assets per client—is a point of pride […]

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Oct
30

Independent Advisors: Do You Have Freedom Or Are You Drowning?

posted on October 30th 2020 in Newsletters & WorthPointe News & Your Financial Advisor with 0 Comments

financial advisor reading.

Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to feel overwhelmed.  Sound […]

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Oct
14

The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

posted on October 14th 2020 in Market Commentary & San Diego CFP Team Posts & WorthPointe News with 0 Comments

Up view in financial district, Manhattan, New York.

Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or even for a lifetime.  Conversely, recent positive experiences might cause us to be overexuberant, and […]

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