Jun
08

Summer’s Hot Issues

posted on June 8th 2016 in Market Commentary & Newsletters with 0 Comments

On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]

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Mar
30

How to Lose at Investing: Follow Your Gut

Financial Planning magazine reported that its “perceived risk-tolerance level” barometer had dropped 7 points from January to 27.9 in February — the lowest level since its inception. This barometer seeks to measure clients’ (or self-directed investors’) appetite for risk. In looking at the readings over the last 12 months, it’s very easy to understand why […]

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Mar
28

Your Feelings About the Market are Probably Wrong

posted on March 28th 2016 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

According to Thomson Reuters Lipper, investors pulled over $60 billion from mutual funds in January, the worst month of outflows we’ve seen in years. Mutual fund outflows are one way to get an idea of what retail investors are doing. Whether they are self-directing or calling up their advisors and demanding their plan be thrown […]

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Mar
24

WorthPointe CIO Weighs in at Elite Industry Forum

posted on March 24th 2016 in Fort Worth CFP Team Posts with 0 Comments

On February 24th, Presidents, PhDs, CEOs, CIOs, and Executives from industry power-houses like BlackRock, JP Morgan, Cambridge, Vanguard, and Merrill Lynch packed into the Belo Mansion in Dallas, TX for the Annual Private Wealth Texas Forum hosted by the Markets Group.  Reuters reported that over 250 leading family offices, RIAs, and Private Bank executives would […]

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Feb
12

What is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional?

What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional designation 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® designation meet rigorous standards of professionalism and ethics, and are required to uphold the values […]

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