Feb
16

The Essentials of Selling Your Tech Business Webinar Tuesday February 28th with Morgan Smith

posted on February 16th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for  “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern. This webinar is part of an ongoing series by The Austin Dale Group […]

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Jan
18

A Look Back at 2016 and What Might Be Ahead

posted on January 18th 2017 in Market Commentary with 0 Comments

2016 has come and gone. It started out in a very rocky fashion, with comparisons to 2008 that were too numerous to count. Let’s be clear. As we’ve emphasized in past summaries, markets don’t always trade in a quiet and orderly fashion. But, just because we run into turbulence doesn’t mean it’s time to retreat […]

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Aug
15

Yes, No, Maybe

posted on August 15th 2016 in Market Commentary with 0 Comments

Have you ever met or approached a professional at a social event and been tempted to ask a personal question that relates specifically to your circumstances? Whether it’s from a physician, attorney or CPA, insight from professionals benefits us all when we need assistance in their field of expertise. While you may be reluctant to […]

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Jun
28

What Does Brexit Mean to U.S. Investors?

posted on June 28th 2016 in Market Commentary with 0 Comments

By: Tom O’Connor, WorthPointe Financial Planner · Los Angeles, Orange County CA IN THIS ARTICLE: 1) Britain has voted to leave the European Union. Could this be the start of a protectionist trend? What would this mean for investors?  2) Hours after the vote, stocks were down slightly. Gold and long-term U.S. bonds were up slightly. Should we get in on […]

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Jun
24

Welcome to Brexit

posted on June 24th 2016 in Market Commentary & Newsletters with 0 Comments

Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable.  The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling.   London’s […]

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Jun
23

Do you recognize the 4 early warning signs of personal financial doom?

You have been doing well for yourself. You have made good money and accumulated a reasonable degree of personal wealth. But, in your gut, you fear you could lose it all. You could wind up in poverty. What would it be like to wake up one morning and find you are losing your business and […]

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