May
15

WorthPointe Featured on Best Austin Financial Planners List

posted on May 15th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Named Top Austin Financial Planner

The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]

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Mar
27

Divorcing from a Lender’s Point of View

posted on March 27th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 2 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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Mar
05

U.S. Stocks: Smart or Lucky?

posted on March 5th 2017 in LA/OC CFP Team Posts & Your Financial Advisor with 0 Comments

How is today like 1997? Take a look at the following graph. The top two lines are U.S. stocks, large and small. Over the past seven years, they have far and away outrun the light blue line, which shows international stocks. 2010 to 2016 Source: Russell, Standard and Poor, Morgan Stanley Capital International. Charting software […]

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Feb
17

Net Worth and Fee Only Pricing: What You Need to Know

posted on February 17th 2017 in LA/OC CFP Team Posts with 0 Comments

A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]

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Feb
14

Joshua Speaks at the Private Wealth Texas Forum

posted on February 14th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides an educational overview of asset allocation and protection strategies for the private client intermediary. Joshua […]

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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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Jan
12

Who Needs Financial Planning? Everyone!

posted on January 12th 2017 in Austin CFP Team Posts with 0 Comments

It puzzles me when I meet people who don’t have an advisor to assist them with financial planning. In my mind, the health of your finances is somewhat like your physical health, in that a professional should make any required “diagnosis.” When you’re sick, you go to a doctor; with respect to financial planning, think […]

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Jan
03

The Emotional Side of Financial Planning

posted on January 3rd 2017 in Austin CFP Team Posts with 0 Comments

A financial advisor should understand every aspect of a prospective client’s financial life and frankly – take too much time with them — by design. It’s important to learn their goals and dreams, as well as their challenges and fears, and that means developing relationships that are both professional and personal. By getting to know […]

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Nov
09

End-of-the-Year Top 10 To-Do List

posted on November 9th 2016 in Austin CFP Team Posts with 0 Comments

Here’s a fourth quarter “Top 10 To Do List” of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the amount that should have been withdrawn.   If your income tax bracket is low this year, […]

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