On June 11th the Windward Private Wealth Management advisors held an advisory panel discussion online. The first part of the webinar we discussed: Planning opportunities around Health Savings Accounts (HSAs) Tax saving strategies around home office planning and more Investment mistakes … [Read more...]
Recorded Webinar: Advisory Panel Discussion and Q&A
Recorded Webinar: Should My Wealth Management Plan Change?
Thursday, April 30th the Windward Private Wealth Management advisors addressed common financial planning questions in today's reality. Covid-19 has changed the economy, the markets, tax law, portfolios and financial plans. What wealth management plan changes should you consider now and … [Read more...]
Frequently Asked Questions: Asset Allocation
The financial markets continue to experience a great deal of volatility due to the yet unknown financial and economic impact of the COVID-19 pandemic. Additionally, Congress passed a $2 trillion stimulus package which includes a myriad of provisions aimed at mitigating the financial impact of the … [Read more...]
Perspective on Recent Stock Market Volatility
If you have been watching the news about the stock markets, you have likely noticed that volatility in the markets is rearing its ugly head. We know it’s difficult to watch your account balances fluctuate and we understand the anxiety. While turbulence is unsettling, we believe it's important to … [Read more...]
Windward Passages: How to Measure Portfolio Performance
You may question if your investments are on track. How do you know? Mutual fund and hedge fund managers frequently compare their performance to a stock index such as the S&P 500, or perhaps to similar funds. When assessing the growth of your personal finances, we think there is a better way. … [Read more...]