WorthPointe Named Among Top 100 Emerging Wealth Managers in RIA Database
WorthPointe is honored to be named #11 out of the top 100 Emerging Wealth Managers list. The ranking considers wealth management firms with $100 million to $500 million in assets under management as of October 31, 2017 that have grown at least 30% in the past five years. RIA Database ranked the Top 100 Emerging […]
Read ArticleThe Morgan Report 2017 Q4 Review: Wisdom Of The Elders
The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better. With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients and our experiences together, and our elders. This is for you, a shared treatise on […]
Read Article5 Retirement Questions You Should Ask Yourself
One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]
Read ArticleWhat is WorthPointe’s Value Proposition?
We’re quite aware you have many options when it comes to choosing a wealth management firm to help you achieve your financial goals. For that reason, we believe it’s important to be able to clearly communicate our value proposition — so you understand the WorthPointe difference. The value we offer clients is succinctly noted in […]
Read ArticleRobo Advisors vs. Financial Planners
What’s the difference in robo-advisors vs. financial planners? When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to opt for a human and who should settle […]
Read ArticleFrom Surviving to Thriving
This is an excerpt from Chapter 1 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 […]
Read ArticleJoshua Speaks at the Private Wealth Texas Forum
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 […]
Read ArticleWishing You and Your Loved Ones a Joyous Holiday Season
“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]
Read ArticleShould My Financial Planner or Advisor Charge Me a Fee on Uninvested Cash?
The answer to this question is not as simple as you might expect. Depending on the circumstances, the answer could be yes or no. I’ll help you understand those circumstances! What is the Difference Between Fee-Based, Commission-Based or Fee-Only? Critical to answering the question is an understanding of the difference between a fee-based advisor and […]
Read ArticleSaving Taxes the Smart Way
Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]
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