Windward Blog Categories
Putting the Market Volatility into Perspective
In an effort to find perspective around market volatility, we look to a chart that J.P. Morgan updates…
Goals-based wealth management helps you invest for your lifestyle
Investment portfolios are as unique as people. No two are the same. Since investments and wealth-planning strategies come…
Tax Strategies for High Income Earners: What You Need to Know
We are right in the middle of the 2017 tax filing season, and there are several tax strategies…
Cybersecurity: How to Protect Yourself Online
Cybersecurity issues are a constant threat to all of us—as individuals and in our businesses and organizations. These…
Frugal Habits of the Wealthy
Kim Molitor of Windward Wealth Strategies talked about what she’s learned about spending and saving money in a…
Taxes Matter: Capital Gains Tax
“My Investment Account Lost Money and I still have to pay Taxes on the Capital Gains?” Is this…