See the latest blog below or select a blog by category.
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.
Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Paul Winkler, Anne Sawasky, and Arlene Brown talk about women’s issues in social security, financial literacy, and other general financial issues for both men and women.
All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these
8/10/19 Hour 1 Women and investing, marriage and finances, prenuptial agreements
Podcast: Play in new window | Download (Duration: 46:44 — 65.1MB)
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What’s going on?
We’ve seen some unnerving drops in stock prices over the recent past and the media have been tripping over each other to see who can spin the most dire narrative.
What’s the risk of losing everything?
Many people fear losing money and therefore avoid the stock market. It’s complex and it can go up and down rapidly, they say. What if it goes down when I need the money? We hear stories and see movies of those who lost
Is investing in the stock market gambling?
I used to associate the stock market with gambling. I thought the goal was to pick the next big winner, and if you couldn’t do that, you always lived with the risk of losing everything.
Have you ever wondered what happens to your valued family pictures after the death of you or a loved one? What happens if the survivors do not have access to the password for the deceased and wants to preserve the important family memories?
Hello, Everyone. I believe that my love for America was born when I heard my great grandfather’s World War II story the first time. The
6/8/2019 Hour 3 Women and money, business sales
Podcast: Play in new window | Download (Duration: 48:52 — 68.1MB)
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4/27/2019 Hour 2 Women and finance, top funds, and adviser hedging
Podcast: Play in new window | Download (Duration: 47:13 — 65.8MB)
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1/26/2019 hour 1 Paul Winkler on The Investor Coaching Show, talking about the world of money and investing. In this episode
Podcast: Play in new window | Download (Duration: 48:12 — 67.1MB)
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I talk to a lot of businessowners who, at year end, realize they had a good year and have “extra money” that they will need
H2S1 7/21/18
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Do You Sell Online? New Supreme Court Ruling May Affect You If you sell online, you may now be required to start collecting sales tax
As a business owner, you probably offer your employees a 401(k), SEP or other type of retirement plan. But do they understand its value, and
This past February the Dow experienced the largest point downturn in history of 1,178, or roughly 4.62%. As of the writing of this article, it
