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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5 Ways Rising Interest Rates Matter to You

July 18, 2017 - Higher interest rates typically strengthen the U.S. dollar versus other currencies. That tends to make commodities that are dollar-denominated (e.g., crude oil and most global commodities) more expensive to foreign purchasers. “Dollar-denominated” means these commodities are priced in U.S. dollars...
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VIDEO: Should I Buy a House?

July 15, 2017 - [embed]https://youtu.be/EFc9g16fY4U[/embed] 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...
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Joshua Wilson is a Featured Speaker at Global Private Wealth Forum

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What’s the Deal with Trump’s Tax Plan?

May 17, 2017 - The questions about Trump’s tax plan are already coming in. Here’s a quick rundown of what you need to know. It’s not actually a plan at all — more like a very big picture wish list. It’s a couple of...
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Robo Advisors vs Financial Planners

April 26, 2017 - [embed]https://www.youtube.com/embed/a6dMJKmaQvo[/embed] When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to...
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