News & Insights

With the rate at which our industry changes, staying on top of new trends, issues and regulations is vital. We strive to be thought leaders and provide easily accessible, relevant information to our clients and contacts.

FEATURED NEWS & INSIGHTS

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Quarterly Market Review Q4 2018

2018- This report features the world capital market performance and a timeline of events for the past quarter.

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Annual Market Review 2018

2018. This report features the world capital market performance for the past year.

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WPWealth Named to Houston Business Journal’s Largest Houston-Area Wealth Management Firms List

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Quarterly Market Review Q2 2020

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Quarterly Market Review Q1 2020

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Quarterly Market Review Q3 2020

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Quarterly Market Review Q3 2020

Press Releases

WPWealth Named to Houston Business Journal’s Largest Houston-Area Wealth Management Firms List

Press Releases

WPWealth Named to Accounting Today’s 2020 “Top Firms by Assets Under Management” List

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Quarterly Market Review Q2 2020

Press Releases

Whitley Penn Launches Strategic Consulting Services Practice

Whitley Penn launches service line called Strategic Consulting Services.

Press Releases

Bree Miller Named CERTIFIED FINANCIAL PLANNER™

Bree Miller, Senior Associate at WPWealth in Fort Worth, Texas, has been authorized by the Certified Planning Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board Certification and renewal requirements.

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Quarterly Market Review Q1 2020

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DFA: Perspective on Recent Market Volatility

Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discuss recent volatility in financial markets and provide perspective on these events.

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Tuning Out the Noise

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The Coronavirus and Market Declines

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Shane Miller Named Board Member for Junior Achievement of the Chisholm Trail

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Quarterly Market Review Q4 2019

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