Educated Portfolio Management is Key

When it comes to your portfolio, education is important. Having an in-depth understanding of your investments allows you to better manage your future.

When it comes to your portfolio, education is important. Having an in-depth understanding of your investments allows you to better manage your future.

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Rebalancing Market Volatility

Over the course of the last four days, we’ve seen volatility that the markets haven’t experienced since 2011. All of us at Windward Wealth Strategies have been in the financial service business long enough to have experienced numerous business cycles, and this late-stage bull market volatility is not atypical.

Over the course of the last four days, we’ve seen volatility that the markets haven’t experienced since 2011. All of us at Windward Wealth Strategies have been in the financial service business long enough to have experienced numerous business cycles, and this late-stage bull market volatility is not atypical.

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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.

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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4 Reasons Women are Wise Investors

There are myriad articles and financial presentations on how and why women may arrive at retirement with less money than their male counterparts. As a society, women earn approximately 80 cents per every dollar a man earns – in part because they are more likely take time off during crucial earning years to raise children or care for elderly relatives. As a result, women sock away fewer overall dollars than men. If you’re reading this and feeling down, wait. There’s more!

There are myriad articles and financial presentations on how and why women may arrive at retirement with less money than their male counterparts. As a society, women earn approximately 80 cents per every dollar a man earns – in part because they are more likely take time off during crucial earning years to raise children or care for elderly relatives. As a result, women sock away fewer overall dollars than men. If you’re reading this and feeling down, wait. There’s more!

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Contact Us

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