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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Allison Blake Named Among Top List Women Business Leaders in San Diego

posted on October 30th 2017 in San Diego CFP Team Posts with 0 Comments

WorthPointe Chief Operating Officer Allison Blake has been named a top 100 finalist for the 2017 Business Women of the Year Awards! Click here to view the finalists. This event recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. Now in the 24th year, the San Diego Business Journal recognizes these […]

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How to Respond to a Data Breach

posted on September 12th 2017 in WorthPointe News & Your Family & Your Financial Advisor with 0 Comments

How to Respond to a Data Breach Equifax

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million Americans. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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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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Robo Advisors vs. Financial Planners

posted on April 26th 2017 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

Dallas Ft. Worth Financial Planners, Robo Advisors, Financial Advisors Dallas

What’s the difference in robo-advisors vs. financial planners? When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to opt for a human and who should settle […]

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WorthPointe Named Among Top San Diego Financial Planners

posted on April 4th 2017 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]

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