posted on July 15th 2017 in Fort Worth CFP Team Posts with 0 Comments /

Is it time to buy a house? This is a very common question that clients  ask their professional financial advisor. Dallas financial planner and Chief Investment Officer, Joshua Wilson, CMT®, AIF®, discusses how to assess whether it’s the right time and place for you to take steps towards owning your own home.

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Other articles filed under Fort Worth CFP Team Posts

Joshua Wilson to be a Featured Speaker at Private Wealth Texas Forum Houston

October 16, 2017 - Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at Private Wealth Forum Houston on October 25, 2017. The event will take place at the Houston Club. For more details, visit the event website.
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Rick Wilkinson Earns Five Star Professional Designation

October 11, 2017 - Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research...
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Joshua Wilson Will Moderate Discussions at ALTSTX

October 9, 2017 - On October 17, Joshua Wilson will attend ALTSTX, where he will moderate discussion on current trends in hedge funds, entitled “In Memoriam: The Superstar Hedge Fund Manager.” ALTSTX was developed as a local, investor centric and educationally focused one day...
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Forbes Names Joshua Wilson Top Next Generation Wealth Advisor

August 29, 2017 - Forbes Magazine has named Joshua Wilson, Chief Investment Officer at WorthPointe, one of the Top Next Generation Wealth Advisors nationally. WorthPointe is particularly proud of Joshua’s recognition as an RIA among a list largely composed of advisors out of big...
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Joshua to Speak at New Beginnings Church

August 1, 2017 - Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at New Beginnings Church’s Wednesday Night Service on August 2nd. Joshua will blend practical advice and biblical principles with his own inspiring story of hope and determination. The talk will be...
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