May
15

WorthPointe Featured on Best Austin Financial Planners List

posted on May 15th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Named Top Austin Financial Planner

The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]

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Apr
02

Beverly Hills Physicians Turn To Fee-Only Fiduciary For Advice

posted on April 2nd 2017 in Austin CFP Team Posts with 0 Comments

Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]

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Mar
13

The “F” Word for Financial Advisors

posted on March 13th 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here.   A fellow falls in a hole and […]

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Mar
06

Don’t Confuse Information For Wisdom

posted on March 6th 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. Information is not knowledge or judgment. The Internet […]

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Feb
27

The Likelihood of Beating Marketplace Odds

posted on February 27th 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. Just because a certain money manager or mutual […]

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Feb
06

Create an Investment Policy Statement to Stay on Course

posted on February 6th 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. What is a good strategy? Start by creating […]

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Jan
30

Highly Unlikely Does Not Mean Impossible

posted on January 30th 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. The consequences of going from rich to poor […]

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Jan
23

Rebalancing Your Portfolio For Growth

posted on January 23rd 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here.   Rebalancing helps you maintain your preferred risk […]

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Jan
16

The Interdependence of Your Assets

posted on January 16th 2017 in Austin CFP Team Posts with 0 Comments

This post is a preview of WorthPointe’s e-book Evidence-Based Investing: Separating Fact From Fiction, written by Certified Financial Planner™ Scott O’Brien. In Evidence-Based Investing, Scott discusses the myths and misinformation that most often slow or halt our financial goals. Get your complimentary copy of Evidence-Based Investing here. Correlation is the interdependence of certain quantities. For […]

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Jan
13

The Morgan Report 2016 Q4 Review: Because Financial Planning Sucks

posted on January 13th 2017 in Austin CFP Team Posts with 0 Comments

Why can’t people release themselves from self-imposed constraints that hold them back from discovering the power of their personal future-selves in happiness, health, and wealth? Well, now we know. Because financial planning sucks. Here’s how I know. A recent consumer survey conducted by Voya Financial, found among other things that 37% of the respondents would […]

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