Josh Bentz, CFP

Josh Bentz, CFP Certified Financial Planner at WealthPoint Advisors, helping people take control of their financial

Certified Financial Planner™ helping people take control of their financial lives, doubling as a regular person who likes sports, food, & beer.

Investors are always learning! Some reminders from so far this year:1) If there's a definition for it, it's probably pre...
09/12/2022

Investors are always learning! Some reminders from so far this year:

1) If there's a definition for it, it's probably pretty common
2) Big ups and downs in the market are usually clustered together
3) It pays to be diversified

Read more:

It’s no secret that the stock market has performed poorly so far this year. As I write this the S&P 500 is down about 9% year-to-date, after having been down as much as ~23% earlier in the year. As with any stock market decline there has been a lot of emotion and fear expressed, but […]

Everyone is curious about how their taxes might change going forward. Check out this quick summary of some possible prop...
02/24/2021

Everyone is curious about how their taxes might change going forward. Check out this quick summary of some possible proposed changes and what you might be able to do about them.

The 2020 election is finally past us, and while many people still have a lot to say on the matter, the reality is this: we have a new party in the White House and in control of Congress. Naturally, with a significant shift like this, people want to know what’s going to change and how they will [.....

💻 WEBINAR🗣 INVESTING - HOT BUTTON ISSUES 📅 TODAY, 9/17⌚ 3:00 PM ESTIf you have any questions or curiosity about investin...
09/17/2020

💻 WEBINAR
🗣 INVESTING - HOT BUTTON ISSUES
📅 TODAY, 9/17
⌚ 3:00 PM EST

If you have any questions or curiosity about investing in today's environment then you won't want to miss this! This webinar is open to anyone and everyone. Sign up below:

Weston Wellington, Vice President at Dimensional Fund Advisors, joins WealthPoint Advisors to discuss the current state of the market, possible effects of the upcoming election, fallout from the pandemic and government stimulus, and more. There will be plenty of opportunity for Q&A during the webina...

Back by popular demand...we are hosting another webinar! Next Thursday 9/17 at 3pm we'll be hosting Weston Wellington of...
09/09/2020

Back by popular demand...we are hosting another webinar!

Next Thursday 9/17 at 3pm we'll be hosting Weston Wellington of Dimensional Fund Advisors to discuss some of the things going on in the world today and the impact they might have on your investments. We also have plenty of time set aside for Q&A, so bring your questions if there's been anything on your mind lately.

I've heard Weston speak before and he is EXCELLENT. He has a very unique perspective that you won't get from anyone else. You won't want to miss this opportunity to hear him and have him answer your questions!

Sign up below:

Weston Wellington, Vice President at Dimensional Fund Advisors, joins WealthPoint Advisors to discuss the current state of the market, possible effects of the upcoming election, fallout from the pandemic and government stimulus, and more. There will be plenty of opportunity for Q&A during the webina...

You might be passionate about politics, but it's important to think long and hard before making any investment decisions...
08/25/2020

You might be passionate about politics, but it's important to think long and hard before making any investment decisions based on the upcoming election.

Dimensional's Mark Gochnour and Jake DeKinder offered lessons from history in a recent webcast.

Webinar starting in just over an hour! If you are uncertain about your investments, or just want to learn more, this is ...
04/24/2020

Webinar starting in just over an hour! If you are uncertain about your investments, or just want to learn more, this is for you:

https://dimensional.zoom.us/webinar/register/WN_c7uaBqz7RNyZrfPFzAGSPw

Apollo Lupescu, PhD, Vice President of DFA, joins WealthPoint Advisors to discuss the recent turbulence in the market, how the COVID-19 pandemic impacts your investment plan, and what action to take going forward. Dimensional Fund Advisors LP is an investment advisors registered with the Securities....

For anyone who has been thinking about their investments lately, or anyone who is just generally curious about the marke...
04/23/2020

For anyone who has been thinking about their investments lately, or anyone who is just generally curious about the markets: we are hosting a webinar tomorrow with a special guest speaker from Dimensional Fund Advisors.

We will cover the impact of the COVID-19 pandemic on the investment landscape and discuss some possible actions you can take.

This will be a great opportunity to hear from a unique perspective that we do not normally get! Anyone is free to tune in. Info below:

Apollo Lupescu, PhD, Vice President of DFA, joins WealthPoint Advisors to discuss the recent turbulence in the market, how the COVID-19 pandemic impacts your investment plan, and what action to take going forward. Dimensional Fund Advisors LP is an investment advisors registered with the Securities....

Quite a decade for investors...a good reminder that most short-term uncertainty is just noise. Here's to the next ten ye...
01/14/2020

Quite a decade for investors...a good reminder that most short-term uncertainty is just noise. Here's to the next ten years and beyond!

It was 10 years of economic uncertainty, political upheaval, and technological disruption—and global stocks more than doubled in value.

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Indianapolis, IN

Telephone

+13178181040

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