Jun
23

Safety & Opportunity: Investing In The COVID-19 Era

posted on June 23rd 2020 in WorthPointe News with 0 Comments

A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]

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Sep
14

Orange County has a New Financial Planning Leader

posted on September 14th 2018 in WorthPointe News with 0 Comments

PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office   Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]

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