Rebalancing Portfolios In Times of High Volatility

posted on April 14th 2020 in WorthPointe News with 0 Comments

Confident financial agent showing growth graph to couple. Mid couple meeting financial advisor for investment. Business people discussing the charts and graphs showing the results of their successful teamwork.

It’s been said the most important and difficult part of investing is to have a philosophy and stick to it. We’ve had a lot of conversations with clients about portfolio strategy as it relates to recent events and we want to clarify an aspect of our philosophy and value-add to you. The recent volatility in […]

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You’ve Lost Your Job — Now What?

posted on April 8th 2020 in WorthPointe News with 0 Comments

Businessman sit on the stairs and feel stressed.

WorthPointe advisors John Chapman and Matt Addington teamed up to create a video that addresses an issue many people are dealing with today — job loss. They discuss financial and non-financial considerations including budgeting, health and life insurance, equity compensation, mentorship, and gaining strength from sharing your situation with family and friends. As they note, […]

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Morgan Smith to Present Divorce Financial Workshop

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

Couple with divorce contract and ring on desk. Divorce.

Morgan H. Smith Jr., Partner at WorthPointe, will be speaking on the financial aspects of the divorce process at Second Saturday East County in San Diego on Saturday, March 14 at 9 a.m. Second Saturday East County has been providing support and information to navigate the legal, emotional and financial aspects of divorce since 1989. […]

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Doug Bolles, CAP® Joins WorthPointe Team as a Partner

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

Doug smiling.

Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe. DALLAS (December 2019) – WorthPointe, a long established financial planning firm built with clients in mind, is excited to add Doug Bolles, CAP® as its newest Partner. He has been in banking and wealth management […]

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Get To Know Rick Wilkinson Better

posted on February 24th 2020 in WorthPointe News with 0 Comments

Rick Wilkinson smiling at desk.

From his earliest days, Rick has valued the freedom that comes with being a master over your own money. His parents instilled in him those basic values through his allowance, which he was to budget, including savings and giving. Now, as a financial planner, it’s Rick’s goal to help others find the freedom that comes […]

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We Made Financial Advisor Magazine’s 2019 RIA List

posted on September 18th 2019 in WorthPointe News with 0 Comments

Financial Times Top Financial Advisers 2019 logo.

We’re thrilled to see our firm among Financial Advisor Magazine’s 2019 RIA Ranking. It’s always an honor to be among so many other great firms. Putting our clients first and bringing them the most innovative strategies we can has led to our success. As always, we want to thank our amazing clients, who entrust us […]

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