Jul
18

5 Ways Rising Interest Rates Matter to You

posted on July 18th 2017 in Fort Worth CFP Team Posts with 0 Comments

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 — so when the dollar rises, it takes fewer U.S. dollars to buy the commodity, […]

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Jul
15

VIDEO: Should I Buy a House?

posted on July 15th 2017 in Fort Worth CFP Team Posts with 0 Comments

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 time and place for you to take steps towards owning your own home.

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Jul
05

Do Robo-Advisors Dream of Electric Clients?

posted on July 5th 2017 in Market Commentary with 0 Comments

Austin Financial Planners: Do Robo-advisors dream of electric clients?

A Book Review: “Those who remain covet any living creature, and for people who can’t afford one, companies built incredibly realistic simulacra: horses, birds, cats, sheep. They’ve even built robot (“robo”) financial advisors. Immigrants to Mars receive robo advisors so sophisticated they are indistinguishable from true men or women. Fearful of the havoc these artificial […]

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Jun
22

May Market Commentary: Ignore the Distractions

posted on June 22nd 2017 in Market Commentary with 0 Comments

The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington is generating an enormous amount of political uncertainty. The word “impeachment” has even been bandied […]

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May
21

So, You Just Won the Lottery; Now What?

Managing a lump sum, Financial Planners, San Diego Financial Planners, Austin Financial Planners

Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]

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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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