Feb
15

Is It Smart to Invest in Cryptocurrency?

posted on February 15th 2018 in Fort Worth CFP Team Posts with 0 Comments

investing in cryptocurrency

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 traditional investors and had a slow and varied upbringing in the market. Fast forward to […]

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Feb
13

What Does Tax Reform Mean for You?

posted on February 13th 2018 in Austin CFP Team Posts with 0 Comments

What Does Tax Reform Mean For You

As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax code will affect you specifically is something you should discuss with your tax accountant. What’s […]

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Jan
16

Joshua Wilson to be a Featured Speaker at Private Wealth Management Summit 2018

posted on January 16th 2018 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Joshua Wilson to be a Featured Speaker at Private Wealth Management Summit 2018

WorthPointe’s Chief Investment Office, Joshua Wilson, CMT®, AIF®, will speak at the Private Wealth Management Summit on March 15-16, 2018. The summit will take place at the Venetian in Las Vegas, NV. Joshua will be speaking during a session called, Putting Volatility to Work for You: Alternative Ways of Producing Income While Lowering Risk. The […]

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Dec
10

Avoiding 8 Big Mistakes in Retirement

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]

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Oct
09

Joshua Wilson Will Moderate Discussions at ALTSTX

posted on October 9th 2017 in Fort Worth CFP Team Posts with 0 Comments

On October 17, Joshua Wilson will attend ALTSTX, where he will moderate discussion on current trends in hedge funds, entitled “In Memoriam: The Superstar Hedge Fund Manager.” ALTSTX was developed as a local, investor centric and educationally focused one day forum on behalf of The CFA Society, CAIA Association, THF Association and Markets Group. The […]

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Aug
29

Forbes Names Joshua Wilson Top Next Generation Wealth Advisor

posted on August 29th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]

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Aug
01

Joshua to Speak at New Beginnings Church

posted on August 1st 2017 in Fort Worth CFP Team Posts with 0 Comments

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 beneficial regardless of faith. If you’re not in Texas, you can watch via livestream.

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Mar
22

Joshua to Speak at Alts Investor Forum South

posted on March 22nd 2017 in Fort Worth CFP Team Posts with 0 Comments

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 strategies that will work best in 2017. The one-day event is designed for pension funds, […]

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