Jan
08

Volatile Year Ends With A Whimper

posted on January 8th 2016 in Market Commentary & WorthPointe News with 0 Comments

The Dow Jones Industrial Average is made up of 30 large, well-known companies. It is the best known and oldest of the many yardsticks that measure stock market performance. While not necessarily a household name, the S&P 500 Index—as its name implies—is made up of 500 larger U.S. companies. It captures about 80% of the […]

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Jan
05

Conor McGregor: “Mystic Mac” And Market Forecasters

posted on January 5th 2016 in Austin CFP Team Posts & Market Commentary & WorthPointe News with 0 Comments

Conor McGregor, the recently crowned UFC Featherweight champion has taken the world by storm after his 13 second knockout of Jose Aldo who had successfully defended his belt for years and seemed unbeatable. The uber confident McGregor from Ireland is notorious for having his pre fight predictions outside of the ring coming true inside the […]

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Dec
07

10 Smart Year End Planning Moves

posted on December 7th 2015 in Market Commentary & WorthPointe News with 0 Comments

The end of the year is fast approaching, and now is the perfect time to review items you might want to consider as you get set to enter 2016. Investment and financial planning   Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in […]

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Nov
08

WorthPointe’s Allison Blake Is Named A Finalist in the Women Who Mean Business Awards

posted on November 8th 2015 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

WorthPointe Chief Operations Officer, Allison Blake is a finalist in the San Diego Business Journal’s Women Who Mean Business Awards. This event recognizes dynamic women business leaders and role models who have contributed significantly to San Diego’s businesses. Allison is a driving force behind much of WorthPointe’s business. Her hard work ensures that our financial […]

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