Jul
21

Expert Strategies For Tackling Your Student Debt

posted on July 21st 2020 in WorthPointe News with 0 Comments

Business people discussion and summary financial information at meeting.

How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog, CollegeInvestor.com, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]

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Jun
23

Safety & Opportunity: Investing In The COVID-19 Era

posted on June 23rd 2020 in WorthPointe News with 0 Comments

A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]

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Jun
05

Get to Know Doug Bolles

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

Portrait of Doug

We are pleased to welcome Doug Bolles to the WorthPointe team. Doug brings years of experience and a commitment to client service to our firm. He’s a natural fit for WorthPointe, and we look forward to you getting to know him, too.  Tell us a little about yourself. I’ve lived in East Texas for about […]

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May
27

Hear From Morgan About Caring For Aging Parents

posted on May 27th 2020 in WorthPointe News with 0 Comments

closeup of an old caucasian man and an old caucasian woman sitting in a couch holding hands with affection

The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]

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Apr
30

Do You Have This Much Fun Financial Planning?

posted on April 30th 2020 in WorthPointe News with 0 Comments

Every Dollar Counted Growing up, Scott’s family never had a whole lot of money. That’s because his parents were passionate about helping people — and educators don’t always garner the highest incomes. From those earliest days, Scott developed an appreciation for making every dollar count and making money work harder. He also developed an interest […]

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Apr
20

The Morgan Report 2020 Q1 Review : The Smell of Flowers Through A Mask

“Wow.” When I pause, look out the window, and think about the current state of affairs, that’s the word that most easily slides off the tongue — and I know those of you I’ve spoken with recently share that sentiment. There’s no question we’re all in this together and my first thoughts are for the […]

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Apr
16

When Do You Need To Talk About Disability Insurance?

posted on April 16th 2020 in WorthPointe News with 0 Comments

DISABILITY INSURANCE CONCEPT

Do You Need Disability Insurance? That might be a question for your financial advisor, but let’s dig into this important topic. On this episode of “The John Chapman Show,” John talks with Robert Clark about disability insurance. John mentions that when he works with financial planning clients, life insurance and health insurance always come up. […]

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Apr
16

Look Where You Can Find Us, Among The Top Advisors, According to Barrons

posted on April 16th 2020 in WorthPointe News with 0 Comments

We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, […]

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