What Mentoring and Financial Planning Have in Common
Is there a greater honor than having a significant influence on someone’s life? I don’t think so. Thus, I was honored and touched when my nephew, Wil, named me #3 in a school project focused on the biggest influences of his life — right behind his parents. When I started thinking about writing this article, […]
Read ArticleStocks: It’s Time To Sell
The stock market indices have reached record highs recently and I just have a feeling it’s time to sell. Well, a little more than a feeling. I’ve seen some reports that it’s time to short equities (from an investing legend, mind you) and I have my own personal indicators I look at as well. I […]
Read ArticleWhen It Comes to the Market, Timing Isn’t Everything
Ken Moraif, host of Money Matters, claims to have a unique algorithm that allows his clients to time the market, i.e., know when it’s best to get in and out. He believes a timing strategy is required for investors to have success—but that thinking goes against all academic research and the opinions of most highly […]
Read ArticleToo Much of a Good Thing Is A Bad Thing
Inspired by the book, Born To Run, I started doing more trail running a few years ago using a natural barefoot- inspired gate. Barefoot 10-mile runs on the beach on flat “hard” sand at low tide and 8- to 14-mile runs in shoes through the backcountry hills are inspiring and do my body good. I’ve […]
Read ArticleA European Political Earthquake That’s Felt at Home
Like many of you, our team had a wonderful time celebrating the Fourth of July holiday weekend. Growing up, the Fourth seemed mostly about barbecues, friends, hanging out at the pool, and fireworks. As we get older, we tend to better appreciate what Independence Day really means. We have a degree of freedom in our […]
Read ArticleWorthPointe Listed in Top RIA Rankings by Financial Advisor Magazine
Financial Advisor Magazine surveyed 612 financial planning firms for their 2016 rankings. We are honored to be listed among the top financial planners at RIA firms. To learn more about how Financial Advisor ranks the best financial planners and the insights gather from their survey, read the full article.
Read ArticleThe Seasons of the Market
The Clouds Part We have seen an interesting turn of events for the market, one that favored the bulls and rewarded those who did not abandon the strategies we recommend. Notably, upward momentum came in a month that historically has a ghoulish reputation. But as we point out shortly, reputation and reality do not always […]
Read ArticleWorthPointe’s Allison Blake Is Named A Finalist in the Women Who Mean Business Awards
WorthPointe Chief Operations Officer, Allison Blake is a finalist in the San Diego Business Journal’s Women Who Mean Business Awards. This event recognizes dynamic women business leaders and role models who have contributed significantly to San Diego’s businesses. Allison is a driving force behind much of WorthPointe’s business. Her hard work ensures that our financial […]
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