May
15

3 Tips for Choosing Your Financial Planner

posted on May 15th 2018 in WorthPointe News with 0 Comments

You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can be harder to nail down. How do you know if your advisor will have the experience and freedom to […]

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Apr
23

AdvisoryHQ’s 2018 ran​​king ​​o​​f the​​ “Top 10 Best Financial Advisors in Austin, TX

posted on April 23rd 2018 in WorthPointe News with 0 Comments

The WorthPointe team is grateful for AdvisoryHQ’s recent inclusion of our firm in their Top 10 Best Financial Advisors in Austin, TX list. AdvisoryHQ employs a unique methodology that objectively evaluates the total assets under management (AUM), firm size and quality, as well as the amount of revenue generated by an advisory firm. Being recognized […]

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Apr
10

There is a Human Behind that Portfolio

posted on April 10th 2018 in WorthPointe News with 0 Comments

In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]

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Mar
28

401(K) Fees: Grasping at Shadows

posted on March 28th 2018 in WorthPointe News with 0 Comments

“Beware that you do not lose the substance by grasping at the shadow.” — Aesop   A recent survey conducted by TD Ameritrade revealed just how little people know about the fees they pay for their 401(k) plans. The survey of 1,000 investors found only 27 percent of them know their 401(k) fees.   Ironically […]

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Mar
19

Robo Investing: The Dealer and Junkie

posted on March 19th 2018 in WorthPointe News with 0 Comments

I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing   These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]

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Mar
14

WorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row

posted on March 14th 2018 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

“As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” – AdvisoryHQ We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has been named as one of the top 10 San Diego Financial Advisors. AdvisoryHQ selects the […]

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Feb
26

WorthPointe Wealth Management Celebrates Surpassing $500 MILLION In Assets Under Management

posted on February 26th 2018 in WorthPointe News with 0 Comments

Few companies offering personalized wealth management strategies ever reach $500m assets under management. It’s a rare milestone and certainly one worth celebrating, but the financial planners at WorthPointe are already gearing up for their next stage of development. To Christopher Van Slyke, founder and CEO, business is all about serving clients better. It’s less about […]

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Jan
16

Joshua Wilson to be a Featured Speaker at Private Wealth Management Summit 2018

posted on January 16th 2018 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Joshua Wilson to be a Featured Speaker at Private Wealth Management Summit 2018

WorthPointe’s Chief Investment Office, Joshua Wilson, CMT®, AIF®, will speak at the Private Wealth Management Summit on March 15-16, 2018. The summit will take place at the Venetian in Las Vegas, NV. Joshua will be speaking during a session called, Putting Volatility to Work for You: Alternative Ways of Producing Income While Lowering Risk. The […]

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Oct
04

Financially Navigating a Cross-Border Life

posted on October 4th 2017 in WorthPointe News with 0 Comments

As a U.S. citizen married to a non-citizen, or vice versa, you and your spouse may find yourselves asking big questions when it comes to estate planning and understanding the complexity of your financial picture. You’re not alone; it’s common for cross-border executives and their families to struggle with navigating tax law and regulatory restrictions. […]

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