Jan
29

How Do You Spot Untrustworthy Financial News?

posted on January 29th 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Be leery of simple answers to complex questions. Services that make it all sound too easy and simple are the ones […]

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Jan
25

“Fake News” & “Infotainment” in Finance Media

posted on January 25th 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. The investment advisory world struggles with the same issues as the mainstream media. Everybody wants to be assumed to be credible, […]

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Jan
22

Outrageous Financial News: How Can They Get Away With That?

posted on January 22nd 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Simple — they aren’t professionals. Here are some excerpts from the disclosure statement for one such service, emphasis mine. “The Company […]

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Sep
05

What is WorthPointe’s Value Proposition?

posted on September 5th 2017 in Your Financial Advisor with 0 Comments

We’re quite aware you have many options when it comes to choosing a wealth management firm to help you achieve your financial goals. For that reason, we believe it’s important to be able to clearly communicate our value proposition — so you understand the WorthPointe difference. The value we offer clients is succinctly noted in […]

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