Windward Private Wealth Management

Windward Private Wealth Management

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Financially Independent

Home » Financially Independent » Page 25

What Warren Buffett Taught Me On The Couch

Posted on: May 7, 2016

Warren Buffett

 Author: Darrell R. Tierney I spent five hours last Saturday on the couch. This time of year I generally prefer to spend Saturdays on my boat, but Berkshire Hathaway graciously streamed their annual shareholders’ meeting on Yahoo Finance. In years past, our team has made the early morning trek to … [Read more...]

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

Where Can You Find A Guaranteed Rate Of Return?

Posted on: April 22, 2016

Where Can You Find A Guaranteed Rate Of Return

Author: Emily Tierney In a low-interest rate environment one of the best ways to “earn” return is to pay off fixed interest rate loans.  Like the old adage, “a penny saved is a penny earned”, paying off a fixed interest-rate loan may give your personal net worth the same boost as earning investment … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Financially Independent, Investment Planning, Leaving a Legacy, Recent Posts

What does the Election mean for your portfolio?

Posted on: April 7, 2016

What does the Election mean for your portfolio

Author: Darrell R. Tierney CFP® CPA PFS Google “election year stock market” and you’ll see much investment history and speculation. When you process news events, particularly politics, don’t blur the lines between the economy, the markets, and the companies you own. These are very different and … [Read more...]

Filed Under: Current Events, Financially Independent, Leaving a Legacy, Recent Posts

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

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Windward Private Wealth Management Inc
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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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Our last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116