Financial Investment Advisor Blog
Labor Day Market Jitters

Chances are you’re sneaking a peak at the investment markets these days–maybe more than once a day. They’ve certainly been providing their share of excitement: down 4% one day, up more than 2% the next day or two, and who knows what’s causing the turmoil? In August, the direction was mostly down, turning what had…

Author
Christopher K. Winn
Sep, 06 2015 · All articles
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Six Reason Why You Shouldn’t be Diversified

[fusion_text]Diversification is a great financial planning strategy, but does it really work for the company you’re building? How does Vitamix get away with charging $700 for a blender when reputable companies like Cuisinart and Breville make blenders for less than half the price? It’s because Vitamix does just one thing, and they do it better…

Author
Christopher K. Winn
Mar, 03 2015 · All articles
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2015 Playbook: Diversification, Divergence and Defense

Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States.  No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt “really good” about being in either the bond…

Author
Christopher K. Winn
Jan, 30 2015 · All articles
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Simply Estate Planning Tool Your Family Will Thank You For When Your Gone

If you’ve ever known someone who’s lost a spouse, parent or significant other, then you’ve probably heard them lament about the stress of closing out the deceased estate.  I’ve been through this process a few times and wouldn’t wish this job on my worst enemies. Even if your executor has handled the family’s finances, it’s…

Author
Christopher K. Winn
Jan, 22 2015 · All articles
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How Your Financial Advisor is Compensated & Why You Need to Understand It

As a consumer, you can gain valuable insight and make smarter investment decisions by simply understanding how your financial advisor is compensated.  Most advisors want to do the right thing for their clients, but sometimes, outside pressures make them recommend inappropriate products and services.  What is right for the client can sometimes get pushed aside…

Author
Christopher K. Winn
Jan, 12 2015 · All articles
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Top 10 Year-end Tax Moves for Business Owners & Accredited Investors

With only a few weeks left in 2014, there is still time to cut your tax bill.  We’ll review the more traditional strategies along with a few hidden gems specifically for business owners and accredited investors that often get over looked. The basic strategy for year-end planning is to time your recognition of income so…

Author
Christopher K. Winn
Dec, 10 2014 · All articles
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An Easy Exam to Test Your Business's Health

When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything.  How much pressure your blood is under as it courses through your veins is a reliable indicator of your overall health; and it can…

Author
Christopher K. Winn
Dec, 05 2014 · All articles
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