Chapter 5: Tax-advantaged investing
June 15, 2020
It has been said that the only certainties in life are death and taxes. While that may be true, we can minimize the latter with
Tag: Investing
Chapter 4: How to find the purpose of our money
May 28, 2020
Let’s face it, getting motivated to prepare for our financial future can be tough. And staying motivated is an additional challenge. There will always be something more
The Amygdala and Investing
May 21, 2020
Stressful events can trigger our “fight or flight” response and lead us to make bad decisions. This response is triggered by the part of our
The Amygdala Hijack and how to stop making investing mistakes
May 19, 2020
We all know that the Coronavirus has affected just about everything, from the stock market, to how we work, to whether we can go out
Chapter 3: Financial planning: special goal funds
May 13, 2020
First, a word on debt There are many books out there on debt, its problems, and how to overcome them, so I won’t belabor the
The Paul Winkler, Inc. Story
March 12, 2020
My Start Like countless others in the financial services industry, I entered the world of finance through insurance and mutual fund sales. I will never
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.