WorthPointe is Participating in the Komen Race for the Cure® in Austin
On September 25, WorthPointe employees, clients and friends will team up to participate in the Komen Race for the Cure® walk in Austin. We’ve set a goal to raise $1,000 by race day. We invite you to join the cause by donating via this page and/or walking with us. We are each playing a part […]
Read ArticleWhat Mentoring and Financial Planning Have in Common
Is there a greater honor than having a significant influence on someone’s life? I don’t think so. Thus, I was honored and touched when my nephew, Wil, named me #3 in a school project focused on the biggest influences of his life — right behind his parents. When I started thinking about writing this article, […]
Read ArticleWhen It Comes to the Market, Timing Isn’t Everything
Ken Moraif, host of Money Matters, claims to have a unique algorithm that allows his clients to time the market, i.e., know when it’s best to get in and out. He believes a timing strategy is required for investors to have success—but that thinking goes against all academic research and the opinions of most highly […]
Read ArticleWhat is a CERTIFIED FINANCIAL PLANNER™ Professional?
What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional certification is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® certification meet rigorous standards of professionalism and ethics, and are required to uphold the values […]
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