Windward Private Wealth Management

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Comparing Health Insurance, Investing in Bonds, & BBBS

Posted on: August 13, 2022

big brother

Wealth is the ability to fully experience life. - Henry David Thoreau   Comparing Health Insurance Plans Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges … [Read more...]

Filed Under: Recent Posts, Weekly Newsletter

Recession Status, Estate Plan Review, and Keeping Cool

Posted on: August 11, 2022

overland park

In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. - Benjamin Graham   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. Yet many economic indicators remain strong … [Read more...]

Filed Under: Recent Posts, Weekly Newsletter

Is the U.S. in a recession?

Posted on: August 3, 2022

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

Retirement Plans, Long Term Care, Bates County Fair

Posted on: July 28, 2022

Wise investors won't try to outsmart the market...they'll buy index funds for the long term and they'll diversify. - John C. Bogle   Take Advantage of Your Employer-Sponsored Retirement Plan Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful … [Read more...]

Filed Under: Recent Posts, Weekly Newsletter

Comparing Health Insurance Plans

Posted on: July 28, 2022

health insurance

Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges when comparing health plans is that many different types of plans are available, including indemnity plans, health … [Read more...]

Filed Under: Building Wealth, Getting Started, Recent Posts, Risk Management & Insurance Planning

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Recent Posts

  • Comparing Health Insurance, Investing in Bonds, & BBBS
  • Recession Status, Estate Plan Review, and Keeping Cool
  • Is the U.S. in a recession?
  • Retirement Plans, Long Term Care, Bates County Fair
  • Comparing Health Insurance Plans

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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
NORTH KANSAS CITY LOCATION
2101 Burlington Street North 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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