posted on June 23rd 2020 in WorthPointe News with 0 Comments /

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.

Continue Reading

Other articles filed under WorthPointe News

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...
Continue Reading

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,...
Continue Reading

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,...
Continue Reading

Financial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms

November 5, 2020 - Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing...
Continue Reading

Independent Advisors: Do You Have Freedom Or Are You Drowning?

October 30, 2020 - By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get...
Continue Reading

Return to Blog Home