WorthPointe

The new frontier of #financialplanning for generations to come - Financial Planners San Diego, Austin, Dallas Fort Worth

[WorthPointe @WorthPointe]

Take your financial advisory career to the next level. Register for our exclusive webinar now at https://t.co/4vKXlll6rw

[WorthPointe @WorthPointe]

We are proud to be included at #3 in the 2026 Forbes | SHOOK Best-In-State Wealth Advisors list for Wyoming. @SHOOKResearch and #ForbesSHOOK

[WorthPointe @WorthPointe]

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[WorthPointe @WorthPointe]

https://t.co/EVUvIjQhWl

[WorthPointe @WorthPointe]

WorthPointe partner Anthony Ferreira offers his thoughts to @MarketWatch on how advisor compensation affects financial advice. https://t.co/W7y7bJQ25T

[WorthPointe @WorthPointe]

The WorthPointe team gathers for the annual firm retreat in Tucson at Tanque Verde Ranch for a little RnR. A good time was had by all.

[WorthPointe @WorthPointe]

WorthPointe partner Anthony Ferreira shares his thoughts on advisor/client relationships. https://t.co/0JI4mmWwQG

[WorthPointe @WorthPointe]

https://t.co/IThD8addEc

[constitutionwealth @constitutionWM]

https://t.co/eGJFgqAs9p #shareholders #thirdvote

[Wealth Management @wealth_mgmt]

Why do collectors donate art to private museums? Matthew Erskine explains:
https://t.co/I195oM4DlQ

[WorthPointe @WorthPointe]

https://t.co/urwYwDXq65

[Zoe @ZoeFinancial]

The butterfly effect: The theory that small actions have big consequences applies to investments too. Where you choose to invest can make a difference.

Read WorthPointe’s CEO, Christopher P Van Slyke, CFP®, CKA®'s recent Zoe blog: https://t.co/DE0jr2Z077

[WorthPointe @WorthPointe]

The whole @WorthPointe family got together IN PERSON in #palmsprings for our annual conference. A good time was had by all.

[Lance Lambert @NewsLambert]

#NEW Moody's Analytics once again downgrades its U.S. housing market outlook:

Peak-to-trough, U.S. home prices expected to fall 10%.

Peak-to-trough, significantly "overvalued" U.S. housing markets expected to fall 15% to 20%.

That outlook assumes NO U.S. recession.

[WorthPointe @WorthPointe]

Just think of all the other things he could have done with his time.

[Wall Street Mav @WallStreetMav]

Dave Portnoy's "Investing" Journey

"Anybody can do this game"
-- Dave 3/27/2020

🔊sound🤣

[Zoe @ZoeFinancial]

Whether you’re building muscle or building wealth, having a trusted coach on your side can help you reach your goals.

- Christopher P Van Slyke, CFP®, CKA®, CEO of WorthPointe.

#wealth #zoefinancial #growyourwealth #financialadvisor #investmentstrategies #investmentportfolio

[Zoe @ZoeFinancial]

Crack the code to a well-diversified portfolio during today’s workshop at 2:00 PM ET featuring Head of Investment Solutions of Zoe Rajesh Gaur, CFA, and WorthPointe’s CFO Christopher P Van Slyke, CFP®, CKA®.

Register using this link: https://t.co/XNaALpD45p

[WorthPointe @WorthPointe]

We are dedicated to serving our neighbors in need to get support and resources. It's an honor to participate in this year's Giving Tuesday—the biggest day of generosity.

Learn more:
https://t.co/qEf7lb0hjq

#GivingTuesday #CommunityOutreach

[WorthPointe @WorthPointe]

With so much to be grateful for, we encourage you to donate to your favorite charitable organization or two, or more, on this Giving Tuesday.

[WorthPointe @WorthPointe]

It was a privilege to be part of the @SusanGKomen of Central Texas' Big Pink Give Gala this year in Austin. We're thrilled about the event's success in raising a record-breaking $455,000 in funds to help save lives and end breast cancer forever.