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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Jul
15

VIDEO: Should I Buy a House?

posted on July 15th 2017 in Fort Worth CFP Team Posts with 0 Comments

Is it time to buy a house? This is a very common question that clients  ask their professional financial advisor. Dallas financial planner and Chief Investment Officer, Joshua Wilson, CMT®, AIF®, discusses how to assess whether it’s the right time and place for you to take steps towards owning your own home.

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Jun
12

Joshua Wilson is a Featured Speaker at Global Private Wealth Forum

posted on June 12th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

WorthPointe Chief Investment Officer Joshua I. Wilson, CMT®, AIF® has been named a featured speaker at the Global Private Wealth Dallas Forum. Global Private Wealth Dallas Forum 2017 is a gathering for Ultra High Net Worth Investors and Family Offices seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance […]

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May
11

VIDEO: The Difference Between a Broker and an Advisor

posted on May 11th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Did your “financial advisor” suggest that fund or option to you because it was the most beneficial for you or it gave them a leg-up to win their firm’s trip to Las Vegas? WorthPointe Chief Investment Advisor Joshua Wilson, CMT®, AIF® talks about the difference between fee-based financial advice and working with a fee-only financial […]

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Apr
26

Robo Advisors vs. Financial Planners

posted on April 26th 2017 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

Dallas Ft. Worth Financial Planners, Robo Advisors, Financial Advisors Dallas

What’s the difference in robo-advisors vs. financial planners? When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to opt for a human and who should settle […]

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Feb
14

Joshua Speaks at the Private Wealth Texas Forum

posted on February 14th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides an educational overview of asset allocation and protection strategies for the private client intermediary. Joshua […]

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