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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Jan
17

How Should Trump’s Election Affect Your Financial Plan in 2017?

posted on January 17th 2017 in Fort Worth CFP Team Posts with 0 Comments

Since Trump’s election, a lot of people are wondering if their financial plan needs amending. The concern is warranted. The biggest theme underlying a Trump presidency is that we don’t know what to expect on so many fronts. Lots of things are still playing out. Information is still developing. When calculating probabilities based on complex […]

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Dec
07

10 Smart Year End Planning Moves

posted on December 7th 2015 in Market Commentary & WorthPointe News with 0 Comments

The end of the year is fast approaching, and now is the perfect time to review items you might want to consider as you get set to enter 2016. Investment and financial planning   Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in […]

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