VIDEO: The Difference Between a Broker and an Advisor
Did your “financial advisor” suggest that fund or option to you because it was the most beneficial for you or it gave them a leg-up to win their firm’s trip to Las Vegas? WorthPointe Chief Investment Advisor Joshua Wilson, CMT®, AIF® talks about the difference between fee-based financial advice and working with a fee-only financial […]
Read ArticleEssentials of Selling Your Business (and Designing Your Post-Sale Life)
You never have so much success, money, or experience that you can’t go broke. Develop a plan for post-sale success prior to the sale of your business. WorthPointe Partner Morgan H. Smith, Jr., IMBA, CFP® was invited by the Austin Dale Group to discuss the personal financial strategies to consider while selling your tech business. […]
Read ArticleRobo Advisors vs. Financial Planners
What’s the difference in robo-advisors vs. financial planners? When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to opt for a human and who should settle […]
Read ArticleMarket Commentary: A Republican Crackup and the Stock Market
There was no shortage of angst in the investment community that a Donald Trump victory in last year’s election would send shares down sharply, at least in the immediate aftermath of a Trump win. In reality, just the opposite happened, with stocks surging in the wake of his surprise victory. The pre-election day conventional wisdom […]
Read ArticleHow are you celebrating National Health Care Decision Day?
How are you celebrating National Health Care Decision Day? I doubt you are going to celebrate National Health Care Decision day with cake and balloons. However, it would be a great day to finally get your financial documents in order in case you have a healthcare crisis. The theme of NHCD day this year is […]
Read ArticleBeverly Hills Physicians Turn To Fee-Only Fiduciary For Advice
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 […]
Read ArticleManaging Anxiety in Uncertain Economic Times
A 24-hour news cycle means that it’s easy to catch up in the day-to-day flux of the financial world. WorthPointe Partner and San Diego Financial Planner, Ken Cortlett, CFP® reminds investors to stay focused on our individual long-term plans.
Read ArticleThe “F” Word for Financial Advisors
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 […]
Read ArticleDon’t Confuse Information For Wisdom
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 […]
Read ArticleThe Likelihood of Beating Marketplace Odds
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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