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 […]
Read ArticleSan 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 […]
Read ArticleWhat is a CERTIFIED FINANCIAL PLANNER™ Professional?
What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional certification 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® certification meet rigorous standards of professionalism and ethics, and are required to uphold the values […]
Read ArticleDesigning Your Financial Future from Blueprint to Construction
Prospective clients often ask us what it is like to work with a WorthPointe CERTIFIED FINANCIAL PLANNER™ professional. One of the simplest ways for us to describe the WorthPointe financial planning process and client relationship is to compare it to the process of building a custom home with a general contractor. Just as you would […]
Read ArticleThe January Barometer
“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 […]
Read ArticleAnnouncing: WorthPointe 360 for Financial Management
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. […]
Read ArticleHow to Prepare for Your Kids’ College Expenses
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 […]
Read ArticleVolatile Year Ends With A Whimper
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 […]
Read ArticleConor McGregor: “Mystic Mac” And Market Forecasters
Conor McGregor, the recently crowned UFC Featherweight champion has taken the world by storm after his 13 second knockout of Jose Aldo who had successfully defended his belt for years and seemed unbeatable. The uber confident McGregor from Ireland is notorious for having his pre fight predictions outside of the ring coming true inside the […]
Read ArticleFinancial Goal Setting for the New Year
It’s not long before the holidays have passed, the calendar flips over, and we begin at least a few weeks of accidentally writing the wrong year on anything we date. (We’re thinking that’s not just a financial planner problem… right?) As always, a new year comes with the pull to declare a new set of […]
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