Windward Blog Categories
Decoding Financial Advisor Commission
When you work with a financial advisor, you deserve to know how they are paid for their services.…
How Fee-only Financial Planning Works
You know your personal financial advisor gets paid. They run a business, after all. Have you ever had…
Be an Active Participant in Your Portfolio’s Financial Investment Health
As a physician, you have an expectation that your patients and their families will be actively involved in…
Experts Offer Personal Financial Advice
Over the years, you’ve received plenty of advice on how to make the most of your money —…
Election Results Are In… Now What?
Our job as investment advisors is to find winning areas of the market for our clients. This means…
Taxes Matter: Capital Gains Tax
“My Investment Account Lost Money and I still have to pay Taxes on the Capital Gains?” Is this…