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 and risk-management. The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.

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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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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...
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Robo Advisors vs Financial Planners

April 26, 2017 - [embed]https://www.youtube.com/embed/a6dMJKmaQvo[/embed] 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...
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Joshua to Speak at Alts Investor Forum South

March 22, 2017 - Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Alts Investor Forum South in Dallas on April 4. He will participate on a panel with other top CIOs from the region, discussing current market trends and investment...
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Joshua Speaks at the Private Wealth Texas Forum

February 14, 2017 - 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...
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