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 to be a disconnect between what we see in the news and how the market reacts—noting the former reflects a snapshot (what’s happening now), while the latter is tied to ownership (future profits). They also discuss premiums, index funds, and current investment opportunities.
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Other articles filed under WorthPointe News
Advisory Firm Myths–Busted: Do Advisors Who Own Their Own RIA Take Home More Money?
August 7, 2020 - By Allison Blake A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can...
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Expert Strategies For Tackling Your Student Debt
July 21, 2020 - 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...
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The Morgan Report Q2 2020 Review: Walking The Dog
July 17, 2020 - Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same...
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Safety & Opportunity: Investing In The COVID-19 Era
June 23, 2020 - 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...
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Get to Know Doug Bolles
June 5, 2020 - 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...
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