Mar
22

Joshua to Speak at Alts Investor Forum South

posted on March 22nd 2017 in Fort Worth CFP Team Posts with 0 Comments

Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Alts Investor Forum South in Dallas on April 4. He will participate on a panel with other top CIOs from the region, discussing current market trends and investment strategies that will work best in 2017. The one-day event is designed for pension funds, […]

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Oct
24

7 Quick Wealth-Building Tips for Millennials

posted on October 24th 2016 in Fort Worth CFP Team Posts with 0 Comments

How can I get a jump start on financial freedom? Many of our clients either have children who are Millennials or are Millennials themselves. It’s a complicated time of life, and sometimes more sophisticated planning is in order. However, here are seven quick tips anyone can implement today. Take the free money. Make sure you […]

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Feb
24

Finding a Way to Build Wealth in San Diego

When Bankrate came out last October with their best and worst cities to build wealth, while Houston residents felt proud, San Diego was hit hard. Local news outlets followed up with their own analysis and seemed to agree that while San Diego may attract the wealthy, wealth does not get built here. Bankrate used the […]

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