Author: Brent Lemieux, CPA When markets are bumpy it’s natural to pay close attention to the value swings of your portfolio. However, we believe this hyper focus on markets is counterproductive as it increases the likelihood that you will make an emotional mistake and cause you to experience … [Read more...]
Human Capital, Part 1: Why Is It Important?
Understanding Your Risk Tolerance
When it comes to investing, everyone’s comfort level is different – and for different reasons. Losing sleep at night because you are invested in a way that is too volatile may be a sign that you are invested too aggressively. When an investment fails to keep up with the current rate of inflation may … [Read more...]
Saving versus Paying Down Debt
Should I focus on investing or paying off debt? At Windward, we like to see people debt-free but they also need enough retirement savings to last them throughout retirement. So debt-free or retirement savings? The answer is unique for everyone, but there are some basics to consider. One way to … [Read more...]
How can you get a copy of your credit report?
You can request your credit report by mail or online. Visit www.annualcreditreport.com. Here you can either view the report online or download a request form to have your report mailed. There are three credit report agencies: Experian, TransUnion, and Equifax. Each provides a free … [Read more...]