Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional!
The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award recognizes service professionals who provide quality services to their clients.
We’re honored to have you on our team.
Other articles filed under Fort Worth CFP Team Posts
July 10, 2018 - By all accounts, Joshua Wilson is a successful, respected, and thriving professional. But none of his achievements were handed to him--not ever. Growing up in distressed Haleyville, Alabama, Joshua received a hands-on lesson in hardwork and perseverance. Refusing to “just...
June 18, 2018 - Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options...
Part 2: Volatile Markets – How the Financial Media Helped Build Demand for Dangerous Products Based on the VIX
March 8, 2018 - To understand what happened in the markets the week of February 5, you need an understanding of the psychological forces behind what happened. The VIX isn't just an index that reflects what's going on with options. It's a psychological measure,...
March 7, 2018 - I’ve gotten a lot of questions about what happened with the markets the week of February 5. Many of the questions are on volatility and "the VIX." Explaining an event caused by many complicated tools can prove very difficult, especially...
February 15, 2018 - In 2009 with the emergence of Bitcoin, the legitimacy of cryptocurrency was scrutinized and hosted polarizing opinions on whether investing in this highly-complicated digital asset was really...well, an asset to begin with. At its birth, Bitcoin attracted more hobbyists than...
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