Jun
22

May Market Commentary: Ignore the Distractions

posted on June 22nd 2017 in Market Commentary with 0 Comments

The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington is generating an enormous amount of political uncertainty. The word “impeachment” has even been bandied […]

Read Article
Apr
10

Tax Considerations for Grieving Women

posted on April 10th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 4 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

Read Article
Jan
31

U.S. Estate and Gift Tax Traps for Non-U.S. Citizens

posted on January 31st 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

U.S. ESTATE AND GIFT TAX TRAPS FOR NON-U.S. CITIZENS As a full-service wealth management advisory firm, WorthPointe advisors weigh in on issues like the ones noted in this article during the planning process. Those who have these one-off challenges would be better served to speak with a local tax lawyer to gain the required advice. […]

Read Article