Robo Financial Advice: Is the discount worth the risk?
Investing seems like it should be straightforward: buy when stock is low, sell when its high. Reap the profit. Makes sense especially when you consider the big gains demonstrated by the stock market over the past couple of years. Big margins meant bigger discounts for customers of the financial service industry with the growing popularity […]
Read ArticleThe Morgan Report Q1 2018: Volatility vs. Security
People want a sense of security — emotionally, physically and financially. The truth of life is that we try to manage a tightrope walk between chaos and order. If somehow we can incrementally achieve some order in a life that seems to gravitate toward chaos, we accomplish a great deal in creating a foundation for […]
Read ArticleThere is a Human Behind that Portfolio
In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]
Read ArticleProtect Your Assets And Your Free Time
Time is Money. Time is at a premium these days, and with work following us on our phones, it can be hard to draw a boundary and embrace quality time outside of the office. If you’re like many dedicated entrepreneurs, this dilemma will resonate. You may feel like you’ve devoted so many hours to building […]
Read ArticleWhat Does Tech Have To Do With Your Financial Peace Of Mind?
WorthPointe works on your schedule. Austin Financial Advisor Morgan Smith explains how he uses his tech tools to meets clients where they’re at, even if they’re laying on a beach in Bali.
Read ArticleBuild a Holistic Perspective toward Success
Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity, and taking care of your mental wellbeing are important ingredients to good health. Morgan Smith reminds […]
Read ArticleFinancially Navigating a Cross-Border Life
As a full-service wealth management advisory firm, WorthPointe advisors weigh in on issues like the ones noted in this article during the planning process. Those who have these one-off challenges would be better served to speak with a local tax lawyer to gain the required advice. As a U.S. citizen married to a non-citizen, or […]
Read ArticleThe Mindfulness of Being Financially Successful
“Mindfulness doesn’t do any good unless there’s discipline attached to it.” We became financial advisors first and foremost to provide our clients with fulfilled, happy lives. Austin Partner Morgan H. Smith discusses the important role that mindfulness plays in your financial life and how a financial advisor can guide you in financial discipline.
Read ArticleForbes Names Joshua Wilson Top Next Generation Wealth Advisor
Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]
Read ArticleVIDEO: Should I Buy a House?
Is it time to buy a house? This is a very common question that clients ask their professional financial advisor. Dallas financial planner and Chief Investment Officer, Joshua Wilson, CMT®, AIF®, discusses how to assess whether it’s the right time and place for you to take steps towards owning your own home.
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