Latest Blogs
See the latest blog below or select a blog by category.
Starting the Conversation About Money
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
What Makes Paul Winkler, Inc. Different
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
Investing Mistakes
Successful people learn from the mistakes of others, yet the investment world is littered with people making the same missteps over and over
Coaching vs. Planning
What’s the difference between coaching and planning? Listeners to my radio show may have heard me say that traditional financial planning is
Initial Consultation
The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs,
Business Owner Central
Can your business fund your retirement? Do you want to know what your business is worth and gain better understanding of what you need
How the New Tax Laws Might Affect Your Financial Plan
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
A 2019 market recap—how not to be misled in 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
Clarify Your Vision for 2020
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
How Expectations Affect Our Investment Success
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
News and the Stock Market
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
The Government and Diversification
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.
Are Academic Studies Always Good?
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.
An “Aha!” Moment About Diversification
Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.