Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 27

CNBC Did Not Say This Today

Posted on: March 16, 2016

Author: Darrell R. Tierney CFP® CPA PFS Turn off business television. Invest in a diversified portfolio of large, small, and international companies, bonds, real estate, and commodities. Keep your investment expenses to a minimum. Periodically rebalance. Repeat this for the next forty or … [Read more...]

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

Can Money Buy Happiness?

Posted on: March 11, 2016

Author: Brent Lemieux CPA We spend a great deal of time and energy throughout our lives to earn money. We spend our youth building skills in order to obtain a job that will pay well enough for us to pay the bills, save for our goals, and enjoy modern luxuries.  All of these efforts make us happy, … [Read more...]

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

Measuring Portfolio Performance

Posted on: March 3, 2016

Author: Darrell R. Tierney CFP® CPA PFS In this crazy market, how do you know if your investments are on track? If you are a mutual fund or hedge fund manager you might compare your performance to a stock index such as the S&P 500, or perhaps to similar funds. If you are evaluating your … [Read more...]

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

Human Capital, Part 3: How Should Your Human Capital Affect Your Portfolio?

Posted on: February 25, 2016

Author: Brent Lemieux CPA Are you a stock or a bond? What I mean by this is how certain are your future earnings (a.k.a. your human capital)?  If you are an entrepreneur, working for or running a company with an uncertain future, or a freelancer/contractor, with large swings in earnings year to … [Read more...]

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

Time to Get Out of the Stock Market?

Posted on: February 18, 2016

Author: Darrell R. Tierney CFP® CPA PFS “Let’s get out until things get back to normal.” We’ve heard from people wanting to sell their stock market holdings and get back in later, when things “calm down.” They don’t want to take that long ride down. As I’m writing this (February 11, 2016), the … [Read more...]

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

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
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2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

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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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