Looking Back and Leaping Ahead

posted on January 11th 2018 in Market Commentary with 0 Comments

Market Commentary

The End of the Financial Year As we head into the final lap of 2017, it’s been a banner year for stocks not just in the U.S., but around the world. Investors have been focused on the upbeat fundamentals — corporate profit growth sparked by economic gains at home and abroad. The U.S. economy grew […]

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5 Retirement Questions You Should Ask Yourself

posted on October 25th 2017 in Market Commentary with 0 Comments

One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]

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6 Ways to a Happier Retirement

posted on August 1st 2017 in WorthPointe News with 0 Comments

Picture this — it’s Friday afternoon, your work is done and you have the weekend ahead of you. But what makes this weekend different than any other weekend is that you have a two-week vacation following it. You wish your colleagues well, they express similar thoughts and you head toward freedom. Of course, you’re excited! […]

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The Future is Now

posted on March 29th 2017 in LA/OC CFP Team Posts with 0 Comments

Many people focus on how much money they need to accumulate so they can stop working. The question then becomes, “How do I get there?” Most of us contribute to a 401(k) at work, but often just enough to capture any employer matching funds. Let me tell it to you straight. If you are contributing […]

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Income In Our Golden Years

posted on February 26th 2017 in Market Commentary with 0 Comments

As adults, we know the importance of saving for retirement. It’s really easy. Just set up an automatic withdrawal from each month’s paycheck and direct it into a retirement account. What becomes trickier is the amount we should be saving and how we should best invest it. But what happens as we enter retirement? We’ve […]

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Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Stock Option Mistakes When You Leave Your Employer

Back in the 1980s, it seemed only Fortune 500 executives received stock options.   Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants.   When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]

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Don’t Sweat the Headlines

posted on September 4th 2015 in Market Commentary with 0 Comments

Volatility Can be Managed In last month’s market commentary, we talked about looking past scary headlines. It’s easy to say when stocks are holding up or moving higher, but a jarring correction may create uneasiness. We are reminded of a comment by John Bogle, retired CEO and founder of the mutual fund giant, The Vanguard […]

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Manage the Manager

posted on September 4th 2015 in Your Career with 0 Comments

In an ideal situation, employees would love their day jobs, be content with their job titles, and never struggle for growth. However, let’s face the facts — not all career situations are ideal. With a great job comes more responsibility and 9 times out of 10, you face less than ideal obstacles.  According to psychologist […]

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