Apr
18

Busting the 5 Biggest Retirement Myths

posted on April 18th 2018 in Market Commentary with 0 Comments

Urban legends, urban myths, and fake news. Whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a computer can start a blog and offer up opinions on just about any subject, whether he or she is an authority or not. Sources? Who needs sources? […]

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Apr
10

There is a Human Behind that Portfolio

posted on April 10th 2018 in WorthPointe News with 0 Comments

In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]

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Mar
27

Protect Your Assets And Your Free Time

posted on March 27th 2018 in Your Financial Advisor with 0 Comments

Time is Money. Time is at a premium these days, and with work following us on our phones, it can be hard to draw a boundary and embrace quality time outside of the office. If you’re like many dedicated entrepreneurs, this dilemma will resonate. You may feel like you’ve devoted so many hours to building […]

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Oct
25

5 Retirement Questions You Should Ask Yourself

posted on October 25th 2017 in Market Commentary with 0 Comments

One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]

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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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Apr
26

Robo Advisors vs. Financial Planners

posted on April 26th 2017 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

Dallas Ft. Worth Financial Planners, Robo Advisors, Financial Advisors Dallas

What’s the difference in robo-advisors vs. financial planners? When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to opt for a human and who should settle […]

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Mar
20

From Surviving to Thriving

posted on March 20th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 1 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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Feb
14

Joshua Speaks at the Private Wealth Texas Forum

posted on February 14th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments

Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides an educational overview of asset allocation and protection strategies for the private client intermediary. Joshua […]

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