Nov
29

Meet Our Advisors

We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]

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Jul
10

How to Earn the Future You Deserve

posted on July 10th 2018 in Fort Worth CFP Team Posts with 0 Comments

By all accounts, Joshua Wilson is a successful, respected, and thriving professional. But none of his achievements were handed to him–not ever. Growing up in distressed Haleyville, Alabama, Joshua received a hands-on lesson in hardwork and perseverance. Refusing to “just go back,” Joshua chose to move forward. Watch Joshua attest to the obstacles he faced […]

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Jun
18

What are the Tax Implications of Options Trading?

posted on June 18th 2018 in Fort Worth CFP Team Posts with 0 Comments

Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options enhancement component to your overall investment strategy may be a great way to enhance how […]

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Mar
08

Part 2: Volatile Markets – How the Financial Media Helped Build Demand for Dangerous Products Based on the VIX

posted on March 8th 2018 in Fort Worth CFP Team Posts with 0 Comments

To understand what happened in the markets the week of February 5, you need an understanding of the psychological forces behind what happened. The VIX isn’t just an index that reflects what’s going on with options. It’s a psychological measure, and that’s where the media comes in. You cannot directly trade the VIX. Yet, the […]

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Feb
15

Is It Smart to Invest in Cryptocurrency?

posted on February 15th 2018 in Fort Worth CFP Team Posts with 0 Comments

investing in cryptocurrency

In 2009 with the emergence of Bitcoin, the legitimacy of cryptocurrency was scrutinized and hosted polarizing opinions on whether investing in this highly-complicated digital asset was really…well, an asset to begin with. At its birth, Bitcoin attracted more hobbyists than traditional investors and had a slow and varied upbringing in the market. Fast forward to […]

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Feb
11

What are Options & How Risky Are They?

posted on February 11th 2018 in Fort Worth CFP Team Posts with 0 Comments

What are Options & How Risky Are They?

Think of Options Like Insurance Options are essentially tradeable insurance contracts on stocks, indexes and some other investments. It helps to understand the concept of options if you keep in mind that options are insurance, but the terms are different. Options provide more investment options — no pun intended. The price of an option is […]

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Feb
06

Stock Market Plunge: What’s Going On?

By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]

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Jan
29

How Do You Spot Untrustworthy Financial News?

posted on January 29th 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Be leery of simple answers to complex questions. Services that make it all sound too easy and simple are the ones […]

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