Aug
15

Yes, No, Maybe

posted on August 15th 2016 in Market Commentary with 0 Comments

Have you ever met or approached a professional at a social event and been tempted to ask a personal question that relates specifically to your circumstances? Whether it’s from a physician, attorney or CPA, insight from professionals benefits us all when we need assistance in their field of expertise. While you may be reluctant to […]

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Jun
29

Think Carefully About the Legacy You’re Passing Down

posted on June 29th 2016 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]

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Jun
28

What Does Brexit Mean to U.S. Investors?

posted on June 28th 2016 in Market Commentary with 0 Comments

By: Tom O’Connor, WorthPointe Financial Planner · Los Angeles, Orange County CA IN THIS ARTICLE: 1) Britain has voted to leave the European Union. Could this be the start of a protectionist trend? What would this mean for investors?  2) Hours after the vote, stocks were down slightly. Gold and long-term U.S. bonds were up slightly. Should we get in on […]

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Jun
24

Welcome to Brexit

posted on June 24th 2016 in Market Commentary & Newsletters with 0 Comments

Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable.  The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling.   London’s […]

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Jun
23

Do you recognize the 4 early warning signs of personal financial doom?

You have been doing well for yourself. You have made good money and accumulated a reasonable degree of personal wealth. But, in your gut, you fear you could lose it all. You could wind up in poverty. What would it be like to wake up one morning and find you are losing your business and […]

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May
12

A Trustee’s Fiduciary Duties

I believe the majority of trusts are managed by family members rather than professional trustee or fiduciaries. That is hard to prove since trusts are private documents, but my near 30 years of experience working with trustees makes me believe that is the case.  Having family members act as trustee saves money over the cost […]

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Apr
26

The Morgan Report 2016 Q1 Review: In Tension or Intention?

posted on April 26th 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

You’re intelligent, educated, and working toward success combined with a life balance and happiness. Things seem to be going well for the moment, but there’s an undercurrent of tension in your life with things changing, many future unknown variables, and time-constraints that limit your mental focus to the details and noise of today as opposed […]

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