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, fee-only wealth management. Congratulations, Joshua!

about the author: Joshua I. Wilson CMT

Josh-Wilson CMTJoshua I. Wilson, CMT®, AIF® is a partner and wealth manager who has managed over $2B for TD Ameritrade. Joshua led the national training and development program for all of TDA’s new advisors and managers, won a national coaching award. Joshua gave his graduation speech at Brown University. Joshua is a Chartered Market Technician® (CMT®) and a Accredited Investment Fiduciary® (AIF®).

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Forbes Names Joshua Wilson Top Next Generation Wealth Advisor

August 29, 2017 - 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...
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Joshua to Speak at New Beginnings Church

August 1, 2017 - 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...
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5 Ways Rising Interest Rates Matter to You

July 18, 2017 - 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...
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VIDEO: Should I Buy a House?

July 15, 2017 - [embed]https://youtu.be/EFc9g16fY4U[/embed] 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...
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Joshua Wilson is a Featured Speaker at Global Private Wealth Forum

June 12, 2017 - 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...
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