Don’t Ignore Inflation as it Relates to your Planning
For many years, we have been experiencing inflation in the healthcare industry. Now we are seeing inflation in…
A Hidden Benefit of the Coronavirus Stimulus Bill: You Can Wait to Take Your RMD
Originally published by Yahoo! Finance The coronavirus stimulus package, known as the CARES Act, working its way through…
Looking Ahead To 2020
As 2019 comes to a close, this is a good time to consider what we see ahead for…
2019 Windward Investment Review
This is our annual review of the markets for the year and where we might be going. It…
Should I Invest in Marijuana?
Even before Canada legalized marijuana last month, local and national investors were abuzz with the prospect of buying…
8 Ways to Formulate Your Next Recession Investment Strategy
This year marked the financial crisis’ 10th anniversary, which was sparked by the failure of Lehman Brothers. What…
529 Plan Withdrawal Rules for College Financing
If your child is one of the millions of U.S. students who spread their wings to leave the…
ESG Investing: Putting Stock in Companies That Do Right
The idea of responsible investing has taken on a whole new meaning recently. More than just about making…
How to Strengthen the Union Between Women and Financial Planning
It’s not something married women want to think about—the prospect of losing a husband, whether to divorce or…
How to Ride the Roller Coaster of Current Market Volatility
While many of us ramp up our outdoor activities in June, the stock market has metaphorically lounged under…
Goals-based wealth management helps you invest for your lifestyle
Investment portfolios are as unique as people. No two are the same. Since investments and wealth-planning strategies come…
Educated Portfolio Management is Key
When it comes to your portfolio, education is important. Having an in-depth understanding of your investments allows you…