Educate Yourself Before Using Stop-Loss

posted on August 4th 2020 in LA/OC CFP Team Posts with 0 Comments

team member John Chapman with text: Should I use a stop loss to protect my investments?

Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses the type of research investors should be doing before making a decision. John highlights the […]

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Expert Strategies For Tackling Your Student Debt

posted on July 21st 2020 in WorthPointe News with 0 Comments

Business people discussion and summary financial information at meeting.

How much do you own? And what’s your plan for paying it back? Student debt is in the news almost daily. However, when Robert Farrington started his blog,, the topic felt personal. But as he started talking about his journey, he realized he wasn’t alone. In this episode of “The John Chapman Show,” Robert […]

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Are You Seeking The Right Things?

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

Life-work balance and city living lifestyle concept of business man relaxing, take it easy in office or hotel room resting with thoughtful mind thinking of life quality looking forward to cityscape.

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

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

2020 Top Advisor Rankings by State.

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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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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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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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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