Oct
09

Joshua Wilson Will Moderate Discussions at ALTSTX

posted on October 9th 2017 in Fort Worth CFP Team Posts with 0 Comments

On October 17, Joshua Wilson will attend ALTSTX, where he will moderate discussion on current trends in hedge funds, entitled “In Memoriam: The Superstar Hedge Fund Manager.” ALTSTX was developed as a local, investor centric and educationally focused one day forum on behalf of The CFA Society, CAIA Association, THF Association and Markets Group. The […]

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Aug
29

Forbes Names Joshua Wilson Top Next Generation Wealth Advisor

posted on August 29th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]

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Aug
01

Joshua to Speak at New Beginnings Church

posted on August 1st 2017 in Fort Worth CFP Team Posts with 0 Comments

Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at New Beginnings Church’s Wednesday Night Service on August 2nd. Joshua will blend practical advice and biblical principles with his own inspiring story of hope and determination. The talk will be beneficial regardless of faith. If you’re not in Texas, you can watch via livestream.

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Jul
18

5 Ways Rising Interest Rates Matter to You

posted on July 18th 2017 in Fort Worth CFP Team Posts with 0 Comments

Higher interest rates typically strengthen the U.S. dollar versus other currencies. That tends to make commodities that are dollar-denominated (e.g., crude oil and most global commodities) more expensive to foreign purchasers. “Dollar-denominated” means these commodities are priced in U.S. dollars — so when the dollar rises, it takes fewer U.S. dollars to buy the commodity, […]

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Mar
22

Joshua to Speak at Alts Investor Forum South

posted on March 22nd 2017 in Fort Worth CFP Team Posts with 0 Comments

Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Alts Investor Forum South in Dallas on April 4. He will participate on a panel with other top CIOs from the region, discussing current market trends and investment strategies that will work best in 2017. The one-day event is designed for pension funds, […]

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Jan
17

How Should Trump’s Election Affect Your Financial Plan in 2017?

posted on January 17th 2017 in Fort Worth CFP Team Posts with 0 Comments

Since Trump’s election, a lot of people are wondering if their financial plan needs amending. The concern is warranted. The biggest theme underlying a Trump presidency is that we don’t know what to expect on so many fronts. Lots of things are still playing out. Information is still developing. When calculating probabilities based on complex […]

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Dec
14

Should My Financial Planner or Advisor Charge Me a Fee on Uninvested Cash?

posted on December 14th 2016 in Fort Worth CFP Team Posts with 0 Comments

The answer to this question is not as simple as you might expect. Depending on the circumstances, the answer could be yes or no. I’ll help you understand those circumstances! Fee-Based, Commission-Based or Fee-Only Critical to answering the question is an understanding of the difference between a fee-based advisor and a fee-only advisor. For the […]

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Dec
08

5 Lies Self-Directed Traders Tell You

posted on December 8th 2016 in Fort Worth CFP Team Posts with 0 Comments

We are living in the age of what I call the “Home Depot trader.” Online brokerages have essentially taken a page from the Home Depot marketing playbook by saying to the average Joe, “you can do it, and we can help.” The enormous gap in the capabilities of pros and novices has been narrowed as […]

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