Joshua Wilson Will Moderate Discussions at ALTSTX
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 forum on behalf of The CFA Society, CAIA Association, THF Association and Markets Group. The […]
Read ArticleForbes Names Joshua Wilson Top Next Generation Wealth Advisor
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 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 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, […]
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.
Read ArticleJoshua Wilson is a Featured Speaker at Global Private Wealth Forum
WorthPointe Chief Investment Officer Joshua I. Wilson, CMT®, AIF® has been named a featured speaker at the Global Private Wealth Dallas Forum. Global Private Wealth Dallas Forum 2017 is a gathering for Ultra High Net Worth Investors and Family Offices seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance […]
Read ArticleWhat’s the Deal with Trump’s Tax Plan?
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 headlines and an order to look into making it happen. Any discussion at this point, […]
Read ArticleVIDEO: The Difference Between a Broker and an Advisor
Did your “financial advisor” suggest that fund or option to you because it was the most beneficial for you or it gave them a leg-up to win their firm’s trip to Las Vegas? WorthPointe Chief Investment Advisor Joshua Wilson, CMT®, AIF® talks about the difference between fee-based financial advice and working with a fee-only financial […]
Read ArticleRobo Advisors vs. Financial Planners
What’s the difference in robo-advisors vs. financial planners? 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 opt for a human and who should settle […]
Read ArticleJoshua Speaks at the Private Wealth Texas Forum
Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides an educational overview of asset allocation and protection strategies for the private client intermediary. Joshua […]
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