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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