Apr
30

Congratulations to John Chapman, WorthPointe’s Newest Partner

posted on April 30th 2019 in LA/OC CFP Team Posts & WorthPointe News with 0 Comments

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 […]

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Apr
09

We are honored to make the list of AdvisorHQ’s Top Financial Advisors in Austin, Texas

posted on April 9th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when it comes to finding a financial advisor you can trust. And you want to someone […]

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Apr
01

Have You Seen Who Made the Best-In-State Forbes List?

posted on April 1st 2019 in WorthPointe News with 0 Comments

We are thrilled to see Christopher Van Slyke, WorthPointe’s founder, on the 2019 Forbes Best-In-State Wealth Advisors list for Wyoming. This elite list is composed of some the nation’s best advisors, organized by their location. Advisors were nominated by their respective firms and thoroughly researched by SHOOK Research on behalf of Forbes. SHOOK Research gathered online […]

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Mar
27

How Brooks Morgan Rose From Intern to Partner at WorthPointe

posted on March 27th 2019 in Austin CFP Team Posts & WorthPointe News with 0 Comments

We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]

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Mar
25

Global Diversification Beats Playing a Hunch

posted on March 25th 2019 in WorthPointe News with 0 Comments

At the beginning of a new year, many investors review what happened in the past year, searching for next year’s potential winners. Some investors believe the momentum from last year’s returns in an asset class will continue in the future, i.e, they buy into the concept of extrapolation. And this happens — sometimes. It’s known […]

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Mar
22

Getting to the Point of a Point

posted on March 22nd 2019 in Market Commentary & WorthPointe News with 0 Comments

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may […]

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Mar
20

Calling Out Budget Haters

posted on March 20th 2019 in WorthPointe News with 0 Comments

woman working on her finances at home

Live-Give-Owe-Grow When I bring up the “B” word — budget — in meetings with clients, invariably one spouse cringes and the other gives some other none-too-happy non-verbal response. I know keeping track of spending can be a tiresome task, but it’s not something everyone must do. Surprised to hear that from a financial advisor? There […]

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