What is WorthPointe’s Value Proposition?
We’re quite aware you have many options when it comes to choosing a wealth management firm to help you achieve your financial goals. For that reason, we believe it’s important to be able to clearly communicate our value proposition — so you understand the WorthPointe difference. The value we offer clients is succinctly noted in […]
Read ArticleClimbing to New Highs
A recent report revealed that the S&P 500 Index has closed at 42 news highs since July 11, 2016. That’s the day the S&P 500 hit its first all-time closing high in almost 14 months. A quick review of data from the St. Louis Federal Reserve reveals the index of 500 large companies added five […]
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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 brokerages offering fee-based services. Joshua has a strong commitment to the fiduciary standard and ethical, […]
Read ArticleFinding the Right IRA Match for You
All investments have a combination of benefits and limitations for its investor. Individual Retirement Accounts (IRAs), however, also have nuanced eligibility requirements based on your employment type and income level. Selecting a retirement account isn’t always easy to navigate which is why we recommend that you sit down with financial planner to discuss your options […]
Read ArticleJoshua to Speak at New Beginnings Church
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 beneficial regardless of faith. If you’re not in Texas, you can watch via livestream.
Read Article6 Ways to a Happier Retirement
Picture this — it’s Friday afternoon, your work is done and you have the weekend ahead of you. But what makes this weekend different than any other weekend is that you have a two-week vacation following it. You wish your colleagues well, they express similar thoughts and you head toward freedom. Of course, you’re excited! […]
Read Article5 Ways Rising Interest Rates Matter to You
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 — so when the dollar rises, it takes fewer U.S. dollars to buy the commodity, […]
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I’m always surprised where my inspiration comes from for my quarterly reviews. This quarter it comes from a photo of my 3-year-old son getting his first official military salute from Vice Admiral Mike Shoemaker, who was the Grand Marshall for this year’s 4th of July parade in my hometown of Coronado, CA. It may also […]
Read ArticleVIDEO: Should I Buy a House?
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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Financial Times has named WorthPointe among the top Registered Investment Advisors in the US. The criteria to be included in the list is strict and we are pleased to meet the standards of this list. Financial Times invited more than 2,000 advisors to complete a lengthy application that gave them more information about their practices. […]
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