Our job as investment advisors is to find winning areas of the market for our clients. This means we have to divorce ourselves from personal political feelings and adapt to the ever-changing environment around us, such as choosing a new president-elect. Regardless of who wins a presidency and what side of the aisle he or she represents, the market will typically have winners and losers. It is our job to methodically find the winners.
Blog
Frugal Habits of the Wealthy
Kim Molitor of Windward Wealth Strategies talked about what she’s learned about spending and saving money in a recent Women Magazine article, The frugal spending habits of the wealthy(p. 28-29). The article discusses the common habits of wealthy people—habits that helped them build their wealth.
Kim Molitor & Cass Knight Featured in Women Magazine
Windward Wealth Strategies’ very own Kim Molitor and Cass Knight have been featured in Women Magazine multiple times over the last couple months. Most notably, you’ll find Kim on the cover of the July issue featuring an article titled Financial Focus — Kim Molitor, Windward Wealth Strategies, Inc., Takes a Personalized Approach (pg 18). The article outlines Windward’s personalized approach to wealth management, retirement, budgeting, tax planning and wealth transfer.
Fixed Income Flash – Brexit
The results from yesterday’s referendum in the UK on continued EU membership indicate a clear victory for the “Leave” camp despite leaders from both major parties supporting the “Remain” campaign.
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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904
