Investment Philosophy: Paul Winkler on Your Most Important Decision
July 20, 2021
Paul shares the two philosophies behind all investing decisions. Everyone adopts one of these philosophies, but most people donโt know which one they hold. In
Investing
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How to Pick Funds for Your 401(k)
July 13, 2021
Paul and Jim answer the question of a listener who wants to know more about the funds in their 401(k) plan. They explain the options
Investors Suffer from Bad Expectations
July 12, 2021
Paul finds an article that reveals a common investment trap: greed. Greed drives investors to chase returns and make bad decisions. A survey of 750
Understanding Real Estate Funds
July 8, 2021
๏ปฟ Investors get sold on real estate funds because their performance isnโt attached to stock or bond prices. Today, Paul and Evan explain why real
The Future of ESG Investing
July 8, 2021
ESG investing is growing in popularity, but is it a wise choice? Does it really make a difference? Get a personalized financial plan by scheduling
NFT Crypto: What Are Non-Fungible Tokens (NFTs)?
March 16, 2021
There is a new investment grabbing everyone’s attention called: Non-Fungible Tokens (NFTs).ย Itโs made with the same technology that cryptocurrencies are made with, but itโs
Are Robo Advisors Worth It?
February 23, 2021
Goldman Sachs joins the Robo-investing world and is now one of the hundreds of Robo-investors promising lower fees and low account minimums. Today, Paul and
3 Types of Funds You Want to Avoid
February 12, 2021
Some of the most popular investment products can be some of the most dangerous. Today, Paul and his team cover three types of funds they