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 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.


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