Your ETF May Be About to Explode: Deutsche Bank
I’m actually going to talk about “ETNs” (exchange traded notes), not “ETFs” (exchange traded funds), but the problem is most people don’t know the difference and use the terms interchangeably! If you aren’t 100% sure what you own, now is the time to find out because a major issuer of ETNs, Deutsche Bank, is having […]
Read ArticleThe Ides of September
There is something about October that spooks investors. Maybe it’s the market crash of 1929 or the one-day crash that happened in 1987. More recently, shares were pummeled in October 2008 after Lehman’s collapse roiled global credit markets. Though it has been a while, modest corrections in the late 1970s ruffled feathers in October. Almost […]
Read ArticleWorthPointe 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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