Joshua 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 […]
Read ArticleYour ETF May Be About to Explode: Deutsche Bank
I’m actually going to talk about “ETNs” (exchange traded notes), not “ETFs” (exchange traded funds), but the problem is most people don’t know the difference and use the terms interchangeably! If you aren’t 100% sure what you own, now is the time to find out because a major issuer of ETNs, Deutsche Bank, is having […]
Read ArticleTerrorizing Quarterbacks is Just Like Trading
I met a man who I will call John while out for dinner years ago. John asked me what I did for a living. My answer sparked him to tell me that his friend was retiring the following year and would have the majority of his life savings suddenly coming available. His friend, John said, […]
Read ArticleIs Your Bank on Your Side? Wells Fargo Fined $185 Million
Responding to why Wells Fargo had a cross-selling goal of eight, CEO John Stumpf replied in the 2010 annual report, “The answer is, it rhymed with ‘great.’ Perhaps our new cheer should be: ‘Let’s go again, for 10!’” If that doesn’t convey the message strongly enough, I’ll say it more bluntly: Wells Fargo, which is […]
Read ArticleThink Carefully About the Legacy You’re Passing Down
By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]
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