Oct
20

How do presidential elections affect the market?

posted on October 20th 2020 in San Diego CFP Team Posts with 0 Comments

Businessmen and investors and work

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.

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Jun
23

Safety & Opportunity: Investing In The COVID-19 Era

posted on June 23rd 2020 in WorthPointe News with 0 Comments

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 […]

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May
20

Are You Seeking The Right Things?

posted on May 20th 2020 in Fort Worth CFP Team Posts with 0 Comments

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 […]

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Jun
20

How to Manage It: Millennial Rules for Finances

posted on June 20th 2019 in Austin CFP Team Posts & Fort Worth CFP Team Posts with 0 Comments

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 […]

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Mar
19

Robo Investing: The Dealer and Junkie

posted on March 19th 2018 in WorthPointe News with 0 Comments

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 […]

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Feb
19

Should You Consider Investing Your Home Equity?

posted on February 19th 2018 in Your Financial Advisor with 0 Comments

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 […]

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Feb
11

What are Options & How Risky Are They?

posted on February 11th 2018 in Fort Worth CFP Team Posts with 0 Comments

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 […]

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Jan
29

How Do You Spot Untrustworthy Financial News?

posted on January 29th 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Be leery of simple answers to complex questions. Services that make it all sound too easy and simple are the ones […]

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Jan
25

“Fake News” & “Infotainment” in Finance Media

posted on January 25th 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. The investment advisory world struggles with the same issues as the mainstream media. Everybody wants to be assumed to be credible, […]

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Jan
22

Outrageous Financial News: How Can They Get Away With That?

posted on January 22nd 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Simple — they aren’t professionals. Here are some excerpts from the disclosure statement for one such service, emphasis mine. “The Company […]

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