Your ETF May Be About to Explode: Deutsche Bank

posted on October 10th 2016 in Fort Worth CFP Team Posts with 0 Comments

I’m actually going to talk about “ETNs” (exchange traded notes), not “ETFs” (exchange traded funds), but the problem is most people don’t know the difference and use the terms interchangeably! If you aren’t 100% sure what you own, now is the time to find out because a major issuer of ETNs, Deutsche Bank, is having […]

Read Article

How to Lose at Investing: Follow Your Gut

Financial Planning magazine reported that its “perceived risk-tolerance level” barometer had dropped 7 points from January to 27.9 in February — the lowest level since its inception. This barometer seeks to measure clients’ (or self-directed investors’) appetite for risk. In looking at the readings over the last 12 months, it’s very easy to understand why […]

Read Article

Your Feelings About the Market are Probably Wrong

posted on March 28th 2016 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

According to Thomson Reuters Lipper, investors pulled over $60 billion from mutual funds in January, the worst month of outflows we’ve seen in years. Mutual fund outflows are one way to get an idea of what retail investors are doing. Whether they are self-directing or calling up their advisors and demanding their plan be thrown […]

Read Article

WorthPointe CIO Weighs in at Elite Industry Forum

posted on March 24th 2016 in Fort Worth CFP Team Posts with 0 Comments

On February 24th, Presidents, PhDs, CEOs, CIOs, and Executives from industry power-houses like BlackRock, JP Morgan, Cambridge, Vanguard, and Merrill Lynch packed into the Belo Mansion in Dallas, TX for the Annual Private Wealth Texas Forum hosted by the Markets Group.  Reuters reported that over 250 leading family offices, RIAs, and Private Bank executives would […]

Read Article

Market Trends

posted on November 13th 2015 in Market Commentary with 0 Comments

Market Commentary  Let’s not forget that the biggest determinate of the success of bullish strategies (buying stocks, ETFs, mutual funds) is the market itself. Most things trend with the market. Markets always move around — but a series of higher highs and higher lows is a sign of a strong trend. #1 shows us the last […]

Read Article