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 is a popular speaker who is often asked to participate in elite conferences and forums. Earlier this year, he was on the short list of industry experts who spoke at the Annual Private Wealth Texas Forum in Dallas, weighing in on a number of issues surrounding the financial markets.

Stay connected with Joshua at:

Twitter: http://twitter.com/thejoshuawilson
Blogs: https://www.worthpointeinvest.com/author/joshua-i-wilson/
YouTube: https://www.youtube.com/channel/UCfxGGri8XySyUpJcx-5_2tw

about the author: WorthPointe Wealth Management

Continue Reading

Other articles filed under Fort Worth CFP Team Posts

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...
Continue Reading

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...
Continue Reading

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...
Continue Reading

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...
Continue Reading

What’s the Deal with Trump’s Tax Plan?

May 17, 2017 - The questions about Trump’s tax plan are already coming in. Here’s a quick rundown of what you need to know. It’s not actually a plan at all — more like a very big picture wish list. It’s a couple of...
Continue Reading

Return to Blog Home