Mar
04

Against The Wind

posted on March 4th 2016 in Market Commentary & Newsletters with 0 Comments

Recession or no recession Recently, the focus for investors has been all over the map: Oil prices Corporate earnings The global economy China’s economy China’s currency (the yuan) Anxieties about banks (especially in Europe) The Federal Reserve’s next move Global central banks that may be running out of ammunition to counter economic weakness Emerging market […]

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Mar
03

Run Your Domestic Staff like Your Business

posted on March 3rd 2016 in Your Financial Advisor with 0 Comments

Often times when clients talk asset protection with their CFP® professional, they want to discuss how to avoid poor investment choices and how to save their profits from taxation to create a strong foundation of assets that protect them and their lifestyle. But asset protection is more than that; it’s making strong, smart decisions that […]

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Feb
24

Finding a Way to Build Wealth in San Diego

When Bankrate came out last October with their best and worst cities to build wealth, while Houston residents felt proud, San Diego was hit hard. Local news outlets followed up with their own analysis and seemed to agree that while San Diego may attract the wealthy, wealth does not get built here. Bankrate used the […]

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Feb
17

San Diego Beaches: Does the beauty outweigh the cost?

While many may associate Los Angeles as the iconic city of California living, nothing quite compares to the beach lifestyle of San Diego County. The search term, “San Diego beaches” alone receives an average of 2,900 searches a month. From family-centered beaches like Moonlight Beach in Encinitas to coveted local surf spots like Trestles and […]

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Feb
12

What is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional?

What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional designation is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® designation meet rigorous standards of professionalism and ethics, and are required to uphold the values […]

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Feb
05

The January Barometer

posted on February 5th 2016 in Market Commentary & WorthPointe News with 0 Comments

“As January goes, so goes the year.” At least that is the case according to the old adage made popular by the Stock Trader’s Almanac.  This phenomenon is also known as the “January Barometer.”  It simply means that January’s market’s performance, as measured by the S&P 500 Index, is a harbinger of how the market […]

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Jan
27

Announcing: WorthPointe 360 for Financial Management

posted on January 27th 2016 in WorthPointe News & Your Financial Advisor with 0 Comments

You feel like you’re on the right track in your long-term financial planning: You are regularly contributing to a retirement fund, you’re investing in a few high-return stocks, you have a budget in place…and the list goes on. Overall, you know you’ve got things in motion. Yet you can’t help but feel a bit… overwhelmed. […]

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Jan
25

How to Prepare for Your Kids’ College Expenses

posted on January 25th 2016 in Your Family with 0 Comments

Fact: the inflation rate on college tuition is outpacing that of the general economy — and financial aid isn’t keeping up. With a three-percent rise in 2015 on what’s already mouth-dropping higher education expenses, it’s no wonder parents everywhere are concerned over how to save for their kids’ college expenses — and why so many […]

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Jan
08

Volatile Year Ends With A Whimper

posted on January 8th 2016 in Market Commentary & WorthPointe News with 0 Comments

The Dow Jones Industrial Average is made up of 30 large, well-known companies. It is the best known and oldest of the many yardsticks that measure stock market performance. While not necessarily a household name, the S&P 500 Index—as its name implies—is made up of 500 larger U.S. companies. It captures about 80% of the […]

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