May
20

Are You Seeking The Right Things?

posted on May 20th 2020 in Fort Worth CFP Team Posts with 0 Comments

One of the things we financial planners seek to do for clients is remove—or at least limit—the emotional aspects of investing. Even in the best of times, people tend to second-guess themselves, and when times are uncertain, like today, I see many investors focusing on the negative, rather than maintaining a more positive mindset. The […]

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Apr
16

Look Where You Can Find Us, Among The Top Advisors, According to Barrons

posted on April 16th 2020 in WorthPointe News with 0 Comments

We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, […]

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Apr
08

You’ve Lost Your Job — Now What?

posted on April 8th 2020 in WorthPointe News with 0 Comments

Businessman sit on the stairs and feel stressed

WorthPointe advisors John Chapman and Matt Addington teamed up to create a video that addresses an issue many people are dealing with today — job loss. They discuss financial and non-financial considerations including budgeting, health and life insurance, equity compensation, mentorship, and gaining strength from sharing your situation with family and friends. As they note, […]

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Oct
11

Rick Wilkinson Earns Five Star Professional Designation

posted on October 11th 2017 in Fort Worth CFP Team Posts with 0 Comments

Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star […]

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Sep
12

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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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 […]

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Jan
03

The Emotional Side of Financial Planning

posted on January 3rd 2017 in Austin CFP Team Posts with 0 Comments

A financial advisor should understand every aspect of a prospective client’s financial life and frankly – take too much time with them — by design. It’s important to learn their goals and dreams, as well as their challenges and fears, and that means developing relationships that are both professional and personal. By getting to know […]

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