Women’s Natural Tendencies Help Them Invest Smarter

Kim Molitor: Relationship Manager

When you are working with women, trust is probably the most important aspect of the client relationship.

Women are Naturally Better Investors

Women are good planners and they’re good at investments. They tend to form a relationship first, they like to ask questions, which is all very helpful when planning.

How Do Women’s Investment Habits Outperform Men’s?

I think women and their investments are more likely to succeed. They tend to think things through, ask questions, listen and stay on course. By following those things they probably will outperform another man’s portfolio.

Read More

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.

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.

Read More

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.

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.

Read More

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 their own health care and take responsibility for following your advice—or advocating for an alternative approach. Even the best doctor cannot make good progress on a case if the patient remains disengaged or defiant. Specialized financial planning for physicians is just as critical to maintaining financial health.

As a physician, you have an expectation that your patients and their families will be actively involved in their own health care and take responsibility for following your advice—or advocating for an alternative approach. Even the best doctor cannot make good progress on a case if the patient remains disengaged or defiant. Specialized financial planning for physicians is just as critical to maintaining financial health.

Read More

Contact Us

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