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 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.

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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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Win by Not Losing: Unemotional Investment Management

A portfolio is a group of assets set aside for some need or spending in the future. The ultimate achievement for any portfolio is to meet the end goals by taking the least amount of risk needed to get the results required. This philosophy leads to having a large core part of your portfolio be all weather long term holdings that hold up well in rough markets.

A portfolio is a group of assets set aside for some need or spending in the future. The ultimate achievement for any portfolio is to meet the end goals by taking the least amount of risk needed to get the results required. This philosophy leads to having a large core part of your portfolio be all weather long term holdings that hold up well in rough markets.

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