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2018 Year-End Investment Market Report

January 30, 2019 - This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500's...
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The Morgan Report 2018 Q4 Review: Lifeguards – An Expert Perspective

January 17, 2019 - I had a conversation recently with a client of mine (we’ll call him Tom) who was worried about the recent volatility in the markets. I’d like to share its essence to help you gain perspective of the dangers you as...
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Coffee Break with John Chapman

October 2, 2018 - John Chapman, CFP®, one of WorthPointe’s newest hires, is spearheading the new Orange County office. With deep roots in the OC area and currently residing in Newport Beach, this talented and knowledgeable family man will help us expand our territory...
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Join us in welcoming John Chapman to WorthPointe!

September 17, 2018 - WorthPointe welcomes a through-and-through Orange County boy to the team: John Chapman, CFP®. Discovering the wealth management industry while interning for Merrill Lynch, John became energized to pursue a career as a financial advisor. Backed by an authentic love for...
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Orange County has a New Financial Planning Leader

September 14, 2018 - PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office   Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has...
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