WorthPointe on the Barron’s 2021 Top Advisor Rankings by State
We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team of remote advisors serves clients all around the country. Check out the list here, including […]
Read ArticleEducate Yourself Before Using Stop-Loss
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 […]
Read ArticleExpert Strategies For Tackling Your Student Debt
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, CollegeInvestor.com, 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 […]
Read ArticleAre You Seeking The Right Things?
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 […]
Read ArticleLook Where You Can Find Us, Among The Top Advisors, According to Barrons
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, […]
Read ArticleYou’ve Lost Your Job — Now What?
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, […]
Read ArticleAsk the Chief: Why is Gamma the Same for Call and Put Options?
Before I answer, I should warn anyone who is new to options trading that understanding my answer to this question requires you to already have a basic understanding of options. The truth is, all calls and puts don’t have the same Gamma. So a better way to ask the question is “Why do calls and […]
Read ArticleMindfulness & Discipline: Essential Ingredients for Successful Investing
I would like you to think about something. What is your biggest roadblock to being free from financial anxiety and uncertainty? You’re experienced. You’re knowledgeable. You have an idea of what you want and you have occasions where you are very focused on the activities that will get you there. You are mindful of the […]
Read ArticleRick Wilkinson Earns Five Star Professional Designation
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 […]
Read ArticleHow to Respond to a Data Breach
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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