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Taxes Matter: Capital Gains Tax

“My Investment Account Lost Money and I still have to pay Taxes on the Capital Gains?” Is this a frequent question you receive from High Net Worth Clients? Your clients just need a firm that emphasizes tax efficiency. Managing Taxes is not difficult to do. Here’s why….

“My Investment Account Lost Money and I still have to pay Taxes on the Capital Gains?” Is this a frequent question you receive from High Net Worth Clients? Your clients just need a firm that emphasizes tax efficiency. Managing Taxes is not difficult to do. Here’s why….

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Tuesday, April 19, 2016
Categories: Financial Planning, Wealth Management

Masters Tournament® Lessons For Financial Planning

I had the privilege of attending the Masters Tournament® in Augusta, GA this past week, definitely not as a participant, but as a “patron”. It’s not the first time I’ve been there, but as a golfer and enthusiast, every time is special and unique. They’ve changed a few things since I last attended seven years ago.

I had the privilege of attending the Masters Tournament® in Augusta, GA this past week, definitely not as a participant, but as a “patron”. It’s not the first time I’ve been there, but as a golfer and enthusiast, every time is special and unique. They’ve changed a few things since I last attended seven years ago.

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Friday, April 15, 2016
Categories: Financial Planning

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