Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 26

What Is Tax Loss Harvesting?

Posted on: July 27, 2016

What Is Tax Loss Harvesting

Author: Brent Lemieux CFA® CPA We all know that investing in the market is not for the faint of heart. The market often behaves like a manic depressive, changing its mood from one day to the next.  This can be scary when things get ugly and the market tanks.  It’s usually best to stay the course in … [Read more...]

Filed Under: Building Wealth, Financially Independent, Income Tax Planning, Investment Planning, Leaving a Legacy, Recent Posts

What is Rebalancing?

Posted on: July 13, 2016

rebalancing

Author: Brent Lemieux CFA® CPA Portfolio Rebalancing Explained At a high level, rebalancing is the process of adjusting your portfolio back to its  target asset allocation percentages.  Over time, investments change value and  the allocation will drift away from the original target.  In order to … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Investment Planning, Leaving a Legacy, Recent Posts

Why Do Investors Often Earn Less Than Their Investments?

Posted on: June 30, 2016

Why Do Investors Often Earn Less Than Their Investments

 Author: Brent Lemieux CFA® CPA The behavior gap is the difference between the return a mutual fund earns and the return the average investor earns on that fund.  For example, let’s say fund x earned 10% last year and the average investor in fund x earned 8%.  In this example the behavior gap is 2% … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Investment Planning, Leaving a Legacy, Recent Posts

What is Wealth Management?

Posted on: June 23, 2016

What is Wealth Management

Author: Emily Tierney Before I worked in the wealth management industry, the word wealth brought to mind that 0.01% of the population with net worths in the millions and billions.  Wealth meant superstars and CEOs surrounded by piles of gold bars, stacks of Benjamins, sprawling mansions with … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

How Can We Protect Our Future From Financial Crisis?

Posted on: June 16, 2016

Protect Our Future From Financial Crisis

Author: Brent Lemieux CFA® CPA In his 1949 book, “The Intelligent Investor” (the best book ever written on investing according to Warren Buffett), Benjamin Graham created a fictional character named Mr. Market.  Mr. Market is a remarkably accurate human representation of the stock market and … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Investment Planning, Leaving a Legacy, Recent Posts

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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