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 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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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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Jan
19

Your Defenses Against Fraud

posted on January 19th 2017 in WorthPointe News with 0 Comments

Fraud is a reality we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by nature, many of us want to trust and open up to the friendly and seemingly knowledgeable folks we meet. It’s […]

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Dec
31

Another Year of Reaching For Your Dreams

posted on December 31st 2016 in WorthPointe News with 0 Comments

Happy New Year From WorthPointe

“New Year’s Day is every man’s birthday.” — Charles Lamb As the calendar turns to 2017, we at WorthPointe Wealth Management hope you give some thought about what you want to accomplish in the New Year — as you move closer toward achieving your dreams.

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Dec
24

Wishing You and Your Loved Ones a Joyous Holiday Season

posted on December 24th 2016 in WorthPointe News with 0 Comments

Happy Holidays from WorthPointe

“The joy of brightening other lives, bearing each other’s burdens, easing others’ loads and supplanting empty hearts and lives with generous gifts becomes for us the magic of the holidays.” — W.C. Jones At this joyous time of the year, we at WorthPointe Wealth Management wish you and your family a wonderful holiday celebration filled […]

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Dec
23

Giving Back

posted on December 23rd 2016 in WorthPointe News with 0 Comments

We’re proud to have a client-driven giving strategy at WorthPointe. In addition to working with you to find the best options for your donations, we also remain committed to giving back as a company. We had a great time volunteering at the Ronald McDonald house in San Diego this December. The WorthPointe team spent the […]

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Nov
24

Our Perpetual Thanks To You and Your Family

posted on November 24th 2016 in WorthPointe News with 0 Comments

Happy Thanksgiving from WorthPointe

“I am grateful for what I am and have. My Thanksgiving is perpetual.” — Henry David Thoreau When you celebrate the joyous day of Thanksgiving, we at WorthPointe Wealth Management hope you take a moment to count your blessings and give thanks for the health and happiness of your family.

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Jul
18

When It Comes to the Market, Timing Isn’t Everything

posted on July 18th 2016 in WorthPointe News with 0 Comments

Ken Moraif, host of Money Matters, claims to have a unique algorithm that allows his clients to time the market, i.e., know when it’s best to get in and out. He believes a timing strategy is required for investors to have success—but that thinking goes against all academic research and the opinions of most highly […]

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Jun
13

Upholding Your Best Interest Regardless of Your Assets

posted on June 13th 2016 in WorthPointe News with 0 Comments

The practice of basing a client’s fees solely on the assets under the management of their financial advisor instead of their overall net worth is currently being analyzed by the financial services industry in recent news. While some may argue that the use of fees based on assets under management protects clients from overpaying, clients […]

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