Jan
02

Asset Ownership: It Really Does Matter Whose Name is on the Title

posted on January 2nd 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Historically, estate planning centered on wealth transfer. But an increased exemption and portability of the federal estate tax exemption, coupled with laws that capped damages in injury cases being struck down across the country, has caused many families and their advisors to look at wealth preservation. Wealth preservation is not just for the wealthy or […]

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Oct
28

Professor Fama’s Nobel Prize, WorthPointe, and You

posted on October 28th 2013 in Austin CFP Team Posts & Market Commentary with 0 Comments

by Scott O’Brien, CFP® Director of Wealth Management We are thrilled to share news that University of Chicago Professor and Dimensional Fund Advisors board member Eugene F. Fama has been named a co-recipient of the 2013 Nobel Prize in Economic Sciences, in recognition of his contributions to the “empirical analysis of asset prices.” It’s about […]

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Oct
04

What Happens When Interest Rates Rise?

posted on October 4th 2013 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Scott W. O’Brien, Director of Wealth Management According to Morningstar, in May the average bond fund dropped in value by nearly 7% when interest rates spiked. This followed much speculation about the possibility and timing of when the Federal Reserve may end their bond-purchasing program. The timing is important, as this program and the quantitative […]

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