When it comes to your portfolio, education is important. Having an in-depth understanding of your investments allows you to better manage your future.
Blog
Tax Strategies for High Income Earners: What You Need to Know
We are right in the middle of the 2017 tax filing season, and there are several tax strategies for high income earners that should be considered with the signing of the new tax reform in December 2017. When we use the term high income earners, we are referring to those who fall in the upper middle class and high-income ranges. Single filers who report income of $157,500 and above and married couples who file jointly with an income of $237,950 or more fall into this category and are encouraged to learn more about how the new tax law will affect their 2018 tax situation.
Rebalancing Market Volatility
Over the course of the last four days, we’ve seen volatility that the markets haven’t experienced since 2011. All of us at Windward Wealth Strategies have been in the financial service business long enough to have experienced numerous business cycles, and this late-stage bull market volatility is not atypical.
Women’s Natural Tendencies Help Them Invest Smarter
Kim Molitor: Relationship Manager
When you are working with women, trust is probably the most important aspect of the client relationship.
Women are Naturally Better Investors
Women are good planners and they’re good at investments. They tend to form a relationship first, they like to ask questions, which is all very helpful when planning.
How Do Women’s Investment Habits Outperform Men’s?
I think women and their investments are more likely to succeed. They tend to think things through, ask questions, listen and stay on course. By following those things they probably will outperform another man’s portfolio.
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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904
