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
Are You Seeking The Right Things?
May 20, 2020 - One of the things we financial planners seek to do for clients is remove—or at least limit—the emotional aspects of investing. Even in the best of times, people tend to second-guess themselves, and when times are uncertain, like today, I...
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How to Manage It: Millennial Rules for Finances
June 20, 2019 - Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation...
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How We Give Big Pink
June 5, 2019 - We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas "Big...
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2018 Year-End Investment Market Report
January 30, 2019 - This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500's...
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What Attracted our Advisors to WorthPointe?
January 22, 2019 - Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories. Meet Morgan Advisor by day and surfer by...
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