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decoding financial advisor commission
Decoding Financial Advisor Commission When you work with a financial advisor, you deserve to know how they are paid for their services.…

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oshkosh holiday parade
Windward Wealth Strategies Holiday Parade Windward Wealth Strategies is the proud lead sponsor of this year's Oshkosh Holiday Parade. Mark your calendar for November 16.

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fee only financial planning
How Fee-only Financial Planning Works You know your personal financial advisor gets paid. They run a business, after all. Have you ever had…

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investment strategy and portfolio review
Greg Pierce on Investment Strategy & Portfolio Review Transcript: The markets right now are screaming portfolio review because most people’s portfolios carry way more risk today…

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financial planning for physicians
Be an Active Participant in Your Portfolio’s Financial Investment Health As a physician, you have an expectation that your patients and their families will be actively involved in…

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4 reasons women are wise investors
4 Reasons Women are Wise Investors There are myriad articles and financial presentations on how and why women may arrive at retirement with less…

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