While many of us ramp up our outdoor activities in June, the stock market has metaphorically lounged under a shade tree. June market performance usually is lackluster at best. In fact, since 1945, the S&P 500 has averaged a .02 percent gain during the month. But, this year, June stocks have taken a roller coaster ride, propelling many to ask what’s behind the current market volatility.
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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 in all shapes and sizes, reviewing your personal goals should be a priority in wealth management.
Educated Portfolio Management is Key
When it comes to your portfolio, education is important. Having an in-depth understanding of your investments allows you to better manage your future.
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.
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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904
