The 3 Biggest Misunderstandings About Options
In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]
Read ArticleWhat Business Entity is Right for Your Company?
This article is for individual who are considering opening a business or changing their business entity and are looking for a basic overview of the major types of business entities. To find the best fit for your situation, however, we recommend talking with your financial planner, lawyer and CPA. When you own and operate your […]
Read Article5 Retirement Questions You Should Ask Yourself
One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]
Read ArticleThe Morgan Report 2017 Q3 Review: New Market Highs & Investment Strategy
First a quick note, I’m honored to have been selected as a finalist for the San Diego Business Journal’s 2017 Veteran & Military Entrepreneur of the Year Awards. I’m honored to be in the company of some fine men and women who are making a difference. With new market highs, many investors want to try […]
Read ArticleMindfulness & Discipline: Essential Ingredients for Successful Investing
I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are very focused on the activities that will get you there. You are mindful of the […]
Read ArticleRick Wilkinson Earns Five Star Professional Designation
Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star […]
Read ArticleMorgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award
Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on Wednesday, October 25, 2017. He has taught engineering, leadership and management as an Assistant Professor […]
Read ArticleFinancially Navigating a Cross-Border Life
As a full-service wealth management advisory firm, WorthPointe advisors weigh in on issues like the ones noted in this article during the planning process. Those who have these one-off challenges would be better served to speak with a local tax lawyer to gain the required advice. As a U.S. citizen married to a non-citizen, or […]
Read ArticleHurricane Harvey Retirement Plan Loan Relief
The IRS has just announced some relief for certain verification procedures for those needing to take hardship loans and distributions from their qualified retirement plans due to Hurricane Harvey. In IRS Announcement 2017-11, the IRS lays out the rationale and stipulations of the relief. There are specific restraints on what can normally be deemed a […]
Read ArticleThe Morgan Report 2017 Q2 Review: Passing Inspection
I’m always surprised where my inspiration comes from for my quarterly reviews. This quarter it comes from a photo of my 3-year-old son getting his first official military salute from Vice Admiral Mike Shoemaker, who was the Grand Marshall for this year’s 4th of July parade in my hometown of Coronado, CA. It may also […]
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