Dec
13

Five Key Concepts for Financial Success

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Dec
10

Avoiding 8 Big Mistakes in Retirement

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]

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Dec
06

Investing Shouldn’t be Complicated

Investing Shouldn't Be Complicated

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Nov
29

How We Define Wealth Management

How We Define Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Nov
03

The 3 Biggest Misunderstandings About Options

posted on November 3rd 2017 in Fort Worth CFP Team Posts with 0 Comments

In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]

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Oct
11

Rick Wilkinson Earns Five Star Professional Designation

posted on October 11th 2017 in Fort Worth CFP Team Posts with 0 Comments

Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star […]

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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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