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...]
Can Money Buy Happiness?
Measuring Portfolio Performance
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...]
Human Capital, Part 3: How Should Your Human Capital Affect Your Portfolio?
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...]
Human Capital, Part 2: How To Build It
Author: Brent Lemieux CPA Like most things that are worth doing, building human capital requires a certain level of dedication and persistence. At Windward, we believe focusing on what you can control leads to a happier life and better outcomes over time. What areas of personal development should … [Read more...]
Human Capital, Part 1: Why Is It Important?
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...]