Wondering About Cryptocurrency?
The emerging asset class of cryptocurrency seems to be all the rage—but since it’s so new and so different, it’s being met with plenty of skepticism from investors. Do you have questions about it? Realizing many of his clients wonder about it, WorthPointe advisor John Chapman dedicated a recent podcast to the dynamics of cryptocurrency, […]Read Article
How does the makeup of Congress affect the stock market?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows regardless of which party controls Congress. The outcome of his research may surprise you. Watch […]Read Article
Are investors only rewarded when one party holds the White House?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a president from a particular party is in office. You may be surprised at the outcome […]Read Article
How do presidential elections affect the market?
WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a presidential election. You may be surprised at the outcome of his research. Watch here.Read Article
Safety & Opportunity: Investing In The COVID-19 Era
A video featuring WorthPointe advisor Morgan Smith and Apollo Lupescu, VP of Dimensional Fund Advisors, focuses on issues that may be on investors’ minds as the pandemic continues. “Safety & Opportunity: Investing In The COVID-19 Era” touches on macro issues (the big picture), safety, and opportunities. The pair talks at length about why there seems […]Read Article
Are You Seeking The Right Things?
One of the things we financial planners seek to do for clients is remove—or at least limit—the emotional aspects of investing. Even in the best of times, people tend to second-guess themselves, and when times are uncertain, like today, I see many investors focusing on the negative, rather than maintaining a more positive mindset. The […]Read Article
How to Manage It: Millennial Rules for Finances
Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]Read Article
Robo Investing: The Dealer and Junkie
I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]Read Article
Should You Consider Investing Your Home Equity?
In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]Read Article
What are Options & How Risky Are They?
Think of Options Like Insurance Options are essentially tradeable insurance contracts on stocks, indexes and some other investments. It helps to understand the concept of options if you keep in mind that options are insurance, but the terms are different. Options provide more investment options — no pun intended. The price of an option is […]Read Article