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Blog

Latest Blogs

See the latest blog below or select a blog by category.

Starting the Conversation About Money

March 9, 2020

It is easy for women get animated when they talk about shoes. We can also get excited talking about travel, wine, and our grandchildren (but

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Are High-Yield Bonds a Good Idea?

February 18, 2020
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What Makes Paul Winkler, Inc. Different

February 4, 2020

Investors are bombarded with information on the best ways to invest and handle their finances. But they may not realize that much of the information they get

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Investing Mistakes

January 30, 2020

    Successful people learn from the mistakes of others, yet the investment world is littered with people making the same missteps over and over

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Coaching vs. Planning

January 30, 2020

  What’s the difference between coaching and planning?     Listeners to my radio show may have heard me say that traditional financial planning is

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Initial Consultation

January 30, 2020

      The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs,

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Business Owner Central

January 30, 2020

  Can your business fund your retirement? Do you want to know what your business is worth and gain better understanding of what you need

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Take the Investor Quiz

January 28, 2020
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How the New Tax Laws Might Affect Your Financial Plan

January 28, 2020

The year 2020 brings in a new decade and it also brings new tax laws. These new laws affect financial planning, and we want you

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Considerations for ETFs

January 21, 2020
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A 2019 market recap—how not to be misled in 2020

January 21, 2020

Overall 2019 was a good year for returns in the stock market, but if you look at these returns without context, they can be very

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Have Bonds Outperformed Stocks for the Past 220 Years?

January 7, 2020
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Women’s Financial Risks and How to Overcome Them

January 7, 2020
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Is Trump Bad for Business?

January 7, 2020
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Clarify Your Vision for 2020

December 27, 2019

I think about goals like driving down a road. I have milestones I want to reach as I continue to move forward in life. One

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How Expectations Affect Our Investment Success

December 17, 2019

Our expectations shape our actions as humans, and investing is no different. The problem with investing, however, is that we can have misplaced expectations without

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News and the Stock Market

December 17, 2019

Investors often freak out when they see negative news on TV, wondering what it means for their stock portfolio. Similarly, they often rejoice when good

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The Government and Diversification

December 10, 2019

The DOW has been hitting record highs lately. Why? Because of the recent tax reductions and regulatory changes that have largely benefited these big companies.

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Are Academic Studies Always Good?

December 10, 2019

Lately, I’ve been pouring through some of the latest academic studies, and just shaking my head. Now, if you know me, you know that I am all about academic research, but academic doesn’t necessarily mean good.

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An “Aha!” Moment About Diversification

November 23, 2019

Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.

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