2019 Windward Investment Review

This is our annual review of the markets for the year and where we might be going.  It starts off with basic investment principals and gets more detailed about the economy, government spending and global markets at the end. Feel free to jump to the part that interests you the most. Enjoy!

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Should I Invest in Marijuana?

Even before Canada legalized marijuana last month, local and national investors were abuzz with the prospect of buying into cannabis-related stocks. After all, the industry generated $8.5 billion in spending during 2017, and market researchers expect sales will hit $23.4 billion by 2022. The boom of the marijuana industry may have you asking, “Should I invest in marijuana?”

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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 turned into the Great Recession prompted many to wish they had a better recession investment strategy. Since then, our economy and the stock market hasn’t just crawled back, it’s run a steady marathon forward. In fact, we are in the midst of the second longest economic expansion in U.S. history.

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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 nest and land at a college of their choice this fall, you may be feeling the same mix of excitement and trepidation. While they worry about making new friends and getting good grades while paying for your child’s college education and 529 plan withdrawal rules may be weighing on your mind. After all, the College Board estimates that four-year public school tuition, room and board has skyrocketed 80 percent in the last 20 years.

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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904