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
WorthPointe on the Barron’s 2021 Top Advisor Rankings by State
May 4, 2021 - We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team...
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The Morgan Report Q1 2021 Review – An Advocate for Your Values
April 19, 2021 - The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The...
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WorthPointe Named One of the 12 Best Financial Advisors in San Diego
January 28, 2021 - We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring...
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The Morgan Report Q4 2020 Review – Lessons Learned
January 25, 2021 - 2020. Whew! I’m sure we’re all glad that’s over with, but as they say, beware what you ask for. Thankfully, my clients have stayed healthy and have mostly relegated to focusing on other areas of their lives like work, family,...
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NAPFA Advisor Magazine Showcases WorthPointe’s Story
November 12, 2020 - The Practice Profile in the September 2020 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture,...
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