VIDEO: Should I Buy a House?
Is it time to buy a house? This is a very common question that clients ask their professional financial advisor. Dallas financial planner and Chief Investment Officer, Joshua Wilson, CMT®, AIF®, discusses how to assess whether it’s the right time and place for you to take steps towards owning your own home.
Read ArticleVIDEO: Building Your Nest Egg and Quality of Life
Your nest egg can determine your quality of living into your retirement years. Partner and San Diego Financial Planner, Ken Cortlett, CFP® explains how we factor your nest egg into planning and growing your probability of success.
Read ArticleStuck In a Holding Pattern and the Trump Tax Cut Plan
Stocks at home and overseas have experienced a run up in prices over the last six months. After the S&P 500 Index claimed a new high on March 1, it has more or less held within a narrow range. That hasn’t been the case for the tech-heavy NASDAQ Composite, which topped 6,000 for the first time […]
Read ArticleVIDEO: The WorthPointe Peace of Mind
What’s different about WorthPointe? We measure value by client satisfaction and progress towards your goals. Get to know WorthPointe from Partner and San Diego Financial Planner, Ken Corlett, CFP®.
Read ArticleSo, You Just Won the Lottery; Now What?
Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]
Read ArticleWhat’s the Deal with Trump’s Tax Plan?
The questions about Trump’s tax plan are already coming in. Here’s a quick rundown of what you need to know. It’s not actually a plan at all — more like a very big picture wish list. It’s a couple of headlines and an order to look into making it happen. Any discussion at this point, […]
Read ArticleVIDEO: 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 ArticleShould My Financial Planner or Advisor Charge Me a Fee on Uninvested Cash?
The answer to this question is not as simple as you might expect. Depending on the circumstances, the answer could be yes or no. I’ll help you understand those circumstances! What is the Difference Between Fee-Based, Commission-Based or Fee-Only? Critical to answering the question is an understanding of the difference between a fee-based advisor and […]
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