Jan
27

Announcing: WorthPointe 360 for Financial Management

posted on January 27th 2016 in WorthPointe News & Your Financial Advisor with 0 Comments

You feel like you’re on the right track in your long-term financial planning: You are regularly contributing to a retirement fund, you’re investing in a few high-return stocks, you have a budget in place…and the list goes on. Overall, you know you’ve got things in motion. Yet you can’t help but feel a bit… overwhelmed. […]

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Jan
21

Choosing a Financial Planner

posted on January 21st 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Choosing a Financial Planner Last time you considered working with a financial planner and stepped back to evaluate your wealth, what did you look at? If you’re like most people, it probably included taking inventory on your savings and checking balances, your investment accounts, your expenses, and other things of monetary value. You’re not alone. […]

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Dec
16

Fantasy sports & financial planning: Capitalizing on skill over luck

posted on December 16th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Fantasy sports & financial planning: Capitalizing on skill over luck   As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]

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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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Oct
27

Advisor Succession Planning: Why It Matters To You

posted on October 27th 2015 in Your Financial Advisor with 0 Comments

Hiring an investment advisor to help you properly prepare for retirement is a smart play. But, have you ever stopped to consider whether your advisor has planned for his own retirement—to ensure you aren’t left adrift when that happens? If you think most advisors have succession plans in place, you’d be wrong. A recent report […]

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Oct
12

Real Estate – Is it a Good Investment?

posted on October 12th 2015 in Your Financial Advisor with 0 Comments

For many investors, the lure of real estate is, well… real. You’ve heard “get-rich-quick” success stories; you’ve done a bit of research; you’ve heard from your friend, the real estate agent, that its the best investment around. We’ll tell you right off the bat: to an agent, real estate is always a good investment. Does […]

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