Jun
20

How to Manage It: Millennial Rules for Finances

posted on June 20th 2019 in Austin CFP Team Posts & Fort Worth CFP Team Posts with 0 Comments

Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]

Read Article
Mar
19

Robo Investing: The Dealer and Junkie

posted on March 19th 2018 in WorthPointe News with 0 Comments

I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing   These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]

Read Article
Feb
19

Should You Consider Investing Your Home Equity?

posted on February 19th 2018 in Your Financial Advisor with 0 Comments

Investing Your Home Equity

In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]

Read Article
Feb
11

What are Options & How Risky Are They?

posted on February 11th 2018 in Fort Worth CFP Team Posts with 0 Comments

What are Options & How Risky Are They?

Think of Options Like Insurance Options are essentially tradeable insurance contracts on stocks, indexes and some other investments. It helps to understand the concept of options if you keep in mind that options are insurance, but the terms are different. Options provide more investment options — no pun intended. The price of an option is […]

Read Article
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 […]

Read Article
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, […]

Read Article
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 […]

Read Article
Jan
08

Cumulative Returns: How News Services Can Confuse Investors

posted on January 8th 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. Let’s look at another way newsletters and services can confuse investors. This time, the confusion here comes from “cumulative returns.” With […]

Read Article
Nov
03

The 3 Biggest Misunderstandings About Options

posted on November 3rd 2017 in Fort Worth CFP Team Posts with 0 Comments

In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]

Read Article
Sep
11

9 Tips on Purchasing and Financing Your New Home

posted on September 11th 2017 in WorthPointe News with 0 Comments

Since the beginning of the year, we’ve covered several topics that span the financial planning spectrum. This month, we’d like to take a slightly different tack and discuss the ins and outs of buying a home. For many, it will be the biggest purchase ever made, one that is an enormous investment with plenty of […]

Read Article