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.

Read Article
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, […]

Read Article
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, […]

Read Article
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 […]

Read Article
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 […]

Read Article
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 […]

Read Article
Dec
06

10 Ways for Millennials to Live Frugally to Their First Million

posted on December 6th 2016 in Fort Worth CFP Team Posts with 0 Comments

Living “simply,” “below your means” or “frugally” is great advice that makes it into a lot of “wisdom lists,” especially those directed at Millennials. Of course, telling someone to “be frugal” is like telling them to “be smart.” It’s a start, but many people may need a few action steps. Here are a few specific […]

Read Article
Dec
04

Why Annuity Death Benefits are Trash: How to lose 50% in 7 years!

posted on December 4th 2016 in Fort Worth CFP Team Posts with 0 Comments

Why Annuity Death Benefits are Trash: How to lose 50% in 7 years!

Fair warning: this is going to be a “blow your mind” article. Are you strapped in? Let’s talk about the classic “death benefit” on a variable annuity. Variable annuities are those weird investments that look suspiciously like just another cookie-cutter portfolio full of the high-cost mutual funds that brokers have the reputation of selling to […]

Read Article