Bill Gates had it right when he said success is a lousy teacher, because it makes you forget how the world works. That’s especially true when all you focus on is the ‘success’ – the higher stock prices, the higher valuations, the more social media followers – and not the earned work that goes into building enduring success.
Inflation Reduction Act
The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Read more about the signification provisions in the Act here.
Choosing a Continuing Care Retirement Community (CCRC)
Whether you are looking for yourself or a family member, how do you choose a continuing care retirement community? What all you should you be evaluating and where do you find that information? Read more here.
Photo of the Week
Darrell Tierney and his grandson, Zane, at the Bean (Cloud Gate) in Chicago, IL this summer. The Windy City is a favorite place of theirs to visit.
For this trip, they traveled on their first Amtrak train out of Kansas City’s Union Station which was an adventure in itself!
This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.