posted on March 14th 2018 in San Diego CFP Team Posts & WorthPointe News with 0 Comments /

“As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” – AdvisoryHQ

We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has been named as one of the top 10 San Diego Financial Advisors. AdvisoryHQ selects the top financial advisors based on their own unique set of criteria. Their selection of the top San Diego financial planners is unbiased – they don’t receive incentives or compensation for their selections. We are honored to be recognized for our service for the second year in a row!

 

 

Continue Reading

Other articles filed under San Diego CFP Team Posts

How does the makeup of Congress affect the stock market?

October 27, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the third episode, the focus is on the stock market: fact or fiction—the stock market (represented by the S&P 500) grows...
Continue Reading

Are investors only rewarded when one party holds the White House?

October 22, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a...
Continue Reading

How do presidential elections affect the market?

October 20, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a...
Continue Reading

The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?

October 14, 2020 - Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or...
Continue Reading

WorthPointe Advisor Talks Financial Resilience on Podcast

September 14, 2020 - WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to...
Continue Reading

Return to Blog Home