Dec
13

Five Key Concepts for Financial Success

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Dec
06

Investing Shouldn’t be Complicated

Investing Shouldn't Be Complicated

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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Nov
29

How We Define Wealth Management

How We Define Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]

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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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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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