5 Principles That Will Sharpen Your Skills as an Investor

Sep

06

5 Principles That Will Sharpen Your Skills as an Investor

posted on September 6th 2018 in Market Commentary with 0 Comments

Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details. A “how to” clip is usually available on YouTube, but there isn’t a practical way to reach out with follow-up questions. You need guidance from a caring individual. That is where […]

Read Article

Dec

13

Five Key Concepts for Financial Success

posted on December 13th 2017 in Austin CFP Team Posts & Fort Worth CFP Team Posts & LA/OC CFP Team Posts & San Diego CFP Team Posts & Your Financial Advisor with 0 Comments

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

Read Article

Dec

06

Investing Shouldn’t be Complicated

posted on December 6th 2017 in Austin CFP Team Posts & Fort Worth CFP Team Posts & LA/OC CFP Team Posts & San Diego CFP Team Posts & Your Financial Advisor with 0 Comments

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

Read Article

Oct

01

The Dragon And The Big Bang Theory

posted on October 1st 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

This brief two-part summary covers two areas of interest: China and investor behavior. The first is China, which is on every investor’s mind, and explains how to invest there while avoiding most of the problems you’re hearing about. The second is a personal essay on having a successful investing mindset from a Hollywood executive producer, […]

Read Article

Nov

06

Warren Buffett Discusses Common Investor Mistakes

posted on November 6th 2013 in Market Commentary with 0 Comments

In a recent article for USA Today, investor Warren Buffett shared what he feels are the three biggest mistakes that investors make. To read this list, and the article in full, click here.

Read Article

Oct

16

The Portfolio Assassin: Undisclosed Fees

posted on October 16th 2013 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

After a great meal, we generously tip the waiter. The dentist soothes our toothache and we happily pay for the relief. We don’t mind paying for services when the benefits justify the cost. Similarly, we don’t mind paying investment fees if performance warrants the expense. However, there are two reasons why brokerage fees are rarely […]

Read Article