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March 2025

Inheriting Money Is Not a Financial Plan

March 31, 2025

Did you know that 50% of people in the U.S. don’t inherit anything from

The Not-So-Magnificent 7: A Lesson in Diversification

March 28, 2025

For years investment experts have touted the power of the Magnificent Seven, the seven

Here’s Why AI Won’t Be the Investment That Some Hoped

March 27, 2025

Today, Paul talks about a common philosophy for choosing investments that rarely works. It’s

OpenLine – Navigating Market Uncertainty: Diversified Investing and the Psychology of Money (March 2025)

March 26, 2025

  In this appearance on News Channel 5’s OpenLine, financial advisor Paul Winkler discusses

Market Update March 2025: Politics, Markets, and Professional Speculators

March 26, 2025

Today, Paul provides a market update after three months of markets being unexpectedly disrupted

Will your RMD make you run out of money?

March 19, 2025

Are you relying on CDs for your retirement savings? That could be a big

The Unique Challenges of Growing Old Together

March 18, 2025

Today, Paul and Evan talk about growing old together and the unique challenges that

A Culture Shift Toward Gambling

March 17, 2025

With more and more major retailers making their way into the retail investment craze,

Evidence-Based Investing

March 14, 2025

Paul and Evan share an insider’s look at a recent conference they attended and

U.S. Stock Markets Disrupted. Undiversified Investors Hurt the Worst.

March 13, 2025

Paul and Evan begin by discussing an opportunity Paul had to invite the band

OpenLine – Planning for Retirement: Diversification, Annuities, Social Security & RMDs (February 2025)

March 13, 2025

  In this episode of NewsChannel 5’s OpenLine, financial planner Paul Winkler offers in-depth

Robinhood: The Technology Company That Sells Investments

March 10, 2025

Today, Paul talks about a dropped lawsuit that the SEC filed against Robinhood and

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