Dec
31

Another Year of Reaching For Your Dreams

posted on December 31st 2016 in WorthPointe News with 0 Comments

Happy New Year From WorthPointe

“New Year’s Day is every man’s birthday.” — Charles Lamb As the calendar turns to 2017, we at WorthPointe Wealth Management hope you give some thought about what you want to accomplish in the New Year — as you move closer toward achieving your dreams.

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Dec
24

Wishing You and Your Loved Ones a Joyous Holiday Season

posted on December 24th 2016 in WorthPointe News with 0 Comments

Happy Holidays from WorthPointe

“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]

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Nov
24

Our Perpetual Thanks To You and Your Family

posted on November 24th 2016 in WorthPointe News with 0 Comments

Happy Thanksgiving from WorthPointe

“I am grateful for what I am and have. My Thanksgiving is perpetual.” — Henry David Thoreau When you celebrate the joyous day of Thanksgiving, we at WorthPointe Wealth Management hope you take a moment to count your blessings and give thanks for the health and happiness of your family.

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Jun
08

Summer’s Hot Issues

posted on June 8th 2016 in Market Commentary & Newsletters with 0 Comments

On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]

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Nov
17

Rebalancing Interview with Morgan Smith

posted on November 17th 2015 in Your Financial Advisor with 0 Comments

Morgan Smith was recently interviewed to discuss the importance of rebalancing and provided tips to investors to make the practice easier. Below is the full Q&A with insightful tips to take away…   In your opinion, why do so many people fail to rebalance? What do you tell your clients when trying to convince them […]

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Nov
10

The Seasons of the Market

posted on November 10th 2015 in Market Commentary with 0 Comments

The Clouds Part We have seen an interesting turn of events for the market, one that favored the bulls and rewarded those who did not abandon the strategies we recommend. Notably, upward momentum came in a month that historically has a ghoulish reputation. But as we point out shortly, reputation and reality do not always […]

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Oct
09

An Investment Roadmap

posted on October 9th 2015 in Market Commentary with 0 Comments

The Fed Blinks The September meeting at the Federal Reserve was eagerly anticipated by analysts, economists, and short-term investors because there was the real possibility that central bankers would finally boost the fed funds rate for the first time in almost 10 years. In case you missed it, the Fed chose not to raise rates […]

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Sep
04

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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Sep
04

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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Aug
07

The Patient, Disciplined Investor Sleeps Comfortably at Night

posted on August 7th 2015 in Market Commentary with 0 Comments

Looking past scary headlines…resiliency July saw markets collide with a whole bunch of unsettling headlines. Greece tiptoed across the default line. Stocks in China, which peaked in June, were badly battered in July. The Fed continues to telegraph that it wants to start raising interest rates sooner rather than later. Corporate profits are running into headwinds […]

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