Author: Darrell R. Tierney CFP® CPA PFS In this crazy market, how do you know if your investments are on track? If you are a mutual fund or hedge fund manager you might compare your performance to a stock index such as the S&P 500, or perhaps to similar funds. If you are evaluating your … [Read more...]
Measuring Portfolio Performance
Human Capital, Part 3: How Should Your Human Capital Affect Your Portfolio?
Author: Brent Lemieux CPA Are you a stock or a bond? What I mean by this is how certain are your future earnings (a.k.a. your human capital)? If you are an entrepreneur, working for or running a company with an uncertain future, or a freelancer/contractor, with large swings in earnings year to … [Read more...]
Time to Get Out of the Stock Market?
Author: Darrell R. Tierney CFP® CPA PFS “Let’s get out until things get back to normal.” We’ve heard from people wanting to sell their stock market holdings and get back in later, when things “calm down.” They don’t want to take that long ride down. As I’m writing this (February 11, 2016), the … [Read more...]
Human Capital, Part 2: How To Build It
Author: Brent Lemieux CPA Like most things that are worth doing, building human capital requires a certain level of dedication and persistence. At Windward, we believe focusing on what you can control leads to a happier life and better outcomes over time. What areas of personal development should … [Read more...]
Human Capital, Part 1: Why Is It Important?
Author: Brent Lemieux, CPA When markets are bumpy it’s natural to pay close attention to the value swings of your portfolio. However, we believe this hyper focus on markets is counterproductive as it increases the likelihood that you will make an emotional mistake and cause you to experience … [Read more...]