Decoding Financial Advisor Commission

When you work with a financial advisor, you deserve to know how they are paid for their services. When talking with your financial advisor about compensation, it’s useful to understand the three prevalent models in the industry.


How Fee-only Financial Planning Works

You know your personal financial advisor gets paid. They run a business, after all. Have you ever had a discussion with your personal financial advisor about how he or she makes a living? Do you know the differences in compensation types for financial planners? In this post, we’ll look at how fee-only financial planning works, describe the pros and cons and share questions you can ask your financial planner.


Greg Pierce on Investment Strategy & Portfolio Review

Transcript: The markets right now are screaming portfolio review because most people’s portfolios carry way more risk today than even January of this year. Just look at where the markets have gone and how far things have run. Fact: Market changes can introduce risk.


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