Windward Private Wealth Management

Windward Private Wealth Management

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Current Events

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Inflation Reduction Act

Posted on: August 22, 2022

Inflation reduction

What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax,  and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some … [Read more...]

Filed Under: Current Events, Recent Posts

Is the U.S. in a recession?

Posted on: August 3, 2022

Is the U.S. in a recession

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment,  remain strong. The current situation is unusual, and there is little consensus among economists as to whether a … [Read more...]

Filed Under: Current Events, Recent Posts

Missouri Tax Credit

Posted on: July 6, 2022

scholarships

For Missouri taxpayers, a new tax credit is available for those who make eligible contributions to these certified educational assistance organizations. The program is called the Missouri Empowerment Scholarship Accounts Program, MOScholars, and it funds scholarship accounts for qualified Missouri … [Read more...]

Filed Under: Current Events, Income Tax Planning

Bear Market Territory

Posted on: June 15, 2022

Bear Market Territory

The stock market has had a rough first half of the year, with much of the gains from the past two years being lost in 2022. You may have recently heard about the stock market falling into bear market territory, and about concerns the economy could be heading into a recession. Investors are uncertain … [Read more...]

Filed Under: Current Events, Investment Planning

High Inflation: How Long Will It Last?

Posted on: May 31, 2022

High Inflation

In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It's not surprising that a Gallup poll at the end of March found that one out of six Americans considers inflation to … [Read more...]

Filed Under: Current Events, Investment Planning, Recent Posts, Retirement Savings & Income Planning

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Windward Private Wealth Management Inc
Contact Us
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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Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116