WorthPointe Financial Planners Logo
  • Client Experience
    • Client Experience
    • Fees
    • Our Process
    • Form CRS
  • How it Works
  • Team
  • About
    • About
    • Careers
    • Giving Back
    • Client Login
  • Blog
  • Contact
  • (800) 620-4232

The Morgan Report 2014 Q3: Cult of Personality

Oct
22

The Morgan Report 2014 Q3: Cult of Personality

posted on October 22nd 2014 in Austin CFP Team Posts & Market Commentary with 0 Comments

People often look for the secrets in life: the  secret to happiness, the secret to success, and of course, the secret to wealth. Throughout history, there has never been a shortage of experts claiming to have these secrets and there has never been a shortage of people willing to latch on to these gurus as […]

Read Article
Jul
31

The Morgan Report 2014 Q2: Hunger Games

posted on July 31st 2014 in Austin CFP Team Posts & Market Commentary with 0 Comments

Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]

Read Article
Jun
21

The Ins and Outs of 529 Education Funding Plans- Radio Show

posted on June 21st 2014 in Your Financial Advisor with 0 Comments

The Ins and Outs of 529 Education Funding Plans July 12th, at 1:00pm. Christopher, Morgan, and Scott discuss the ins and outs of 529 education funding plans. An educated parent will be better equipped to give their children opportunities for their future. Help get your child’s future off to a great start by tuning in […]

Read Article
< 1 2
Sign up for email list & receive a complimentary Ebook 8 Critical Questions to Get Answered Before You Choose a Financial Advisor

Protect your family's wealth by signing up for our email list & receive a complimentary

EBook 8 Critical Questions to Get Answered Before You Choose a Financial Advisor

LEARN MORE

Recent Posts

  • The Morgan Report 2025 Q4 Review & What The “Experts” Are Predicting For 2026
  • The Morgan Report 2025 Q3 Review: Prepare For The Impending Market Collapse
  • WorthPointe Wealth Management surpasses $1 billion in assets under management
  • The Morgan Report 2025 Q2 Review: Your Health – When Is The Right Time To Start?
  • The Morgan Report 2025 Q1 Review : A Tale of Two Countries

Categories

  • 529 College Savings
  • Austin CFP Team Posts
  • Financial Perspective
  • Financial Planning
  • Fort Worth CFP Team Posts
  • Investing
  • Jackson CFP Team Posts
  • LA/OC CFP Team Posts
  • Market Commentary
  • National Ranking
  • Newsletters
  • Retirement
  • San Diego CFP Team Posts
  • Webinars
  • WorthPointe News
  • Your Career
  • Your Family
  • Your Financial Advisor
  • Home
  • /

Getting Started is Easy

let's talk

WorthPointe Financial Planners Logo Footer

WorthPointe is a financial planning firm based in San Diego, Austin & Tyler with professionals who are credentialed, experienced and owners. We provide financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support & more.
Learn more


FORM CRS
Logos

ABOUT

WORTHPOINTE

  • Client Login
  • Certified Financial Planning
  • Employer 401K Plans
  • Austin Team
  • San Diego Team
  • Tyler Team
  • Orange County Team
  • About
  • Blog
  • Careers
Accessibility

OFFICES (BY APPT)

  • Austin Team 6836 Bee Cave Rd
    Suite 210
    Austin, TX 78746
  • San Diego Team 4445 Eastgate Mall
    Suite 200
    San Diego, CA 92121

    888 Prospect
    Suite 200
    San Diego, CA 92037
  • Orange County Team 895 Dove St
    Newport Beach, CA 92660
  • Tyler Team 2098 Three Lakes Pkwy
    Tyler, TX 75703
Copyright © 2026 WorthPointe - Financial Planners San Diego, Austin, TX, Tyler, TX, Orange County | Form CRS | Privacy Policy | Disclaimer
  • Twitter
  • Youtube
  • Facebook
  • Linkedin
  • Instagram
Financial Planner Web Design

WorthPointe is an Investment Advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. WorthPointe is in compliance with the current notice filings required in states where WorthPointe maintains clients. WorthPointe may only transact business in those states in which it is notice filed or qualified for an exemption or exclusion from notice filings. WorthPointe is in compliance with the current notice filings required in states where WorthPointe maintains clients. WorthPointe may only transact business in those states in which it is notice filed or qualified for an exemption or exclusion from notice filings.
No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized investment management. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. WorthPointe’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Additionally, please note that hyperlinks included throughout this site are provided as a matter of convenience and we disclaim any and all responsibility for information, services or products found on websites linked hereto.
Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. WorthPointe is not engaged in the practice of law and does not provide legal advice. Always consult with an attorney regarding your specific legal situation. Further, WorthPointe is not engaged in providing tax related services. Be sure to consult with a tax professional before implementing any investment strategy. Certain products are available only through a licensed agent, including insurance products, in which the agent receives additional compensation. Other charges, such as initial sales loads, or fees for transferring part of your account from one investment option to another, may also apply. Depending on the contract, a surrender charge or other penalties apply for early withdrawal. Annuities are complex products, and it’s important to understand the balance between all of their features and factors. A financial professional can help you decide whether an annuity is appropriate for your needs. You should ask your financial professional to explain to you all charges that may apply when investing.