Is It Smart to Invest 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 […]
Read ArticleJoshua 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 […]
Read ArticleAvoiding 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 […]
Read ArticleShould My Financial Planner or Advisor Charge Me a Fee on Uninvested Cash?
The answer to this question is not as simple as you might expect. Depending on the circumstances, the answer could be yes or no. I’ll help you understand those circumstances! What is the Difference Between Fee-Based, Commission-Based or Fee-Only? Critical to answering the question is an understanding of the difference between a fee-based advisor and […]
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