Financial Planning
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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Do This to Plan for a Recession (3-minute video)

Current data tells us that the economy is in a steep contraction due to the coronavirus. We don’t know how long it will last or how long the economy will take to recover. How can we protect ourselves when we can’t predict the future? I made a short video showing you exactly how the most…

Author
Christopher K. Winn
Jun, 11 2020 · All articles
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Here’s what smart investors do in the face of fear & uncertainty

The greatest enemies of the equity investor are expenses and emotions. —Warren Buffet Fear, anxiety, and greed can make us impulsive. These emotions can blind us to logic and make us vulnerable to all sorts of biases. That’s never more true than when we feel threatened or stressed. When emotions run high and impulse takes over,…

Author
Christopher K. Winn
Jul, 30 2020 · All articles
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7 retirement strategies for small business owners

Retiring as a small business owner in the US requires both an exit strategy and a reliable retirement plan for you, your family and your staff. Read our blog to discover the top 7 strategies and retirement plans

Author
Christopher K. Winn
May, 05 2022 · All articles
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The truth behind the cryptocraze & what most folks don’t know

How much research do you do before you buy something new? Nearly 9 in 10 folks will take some time to learn about products they want to buy before making a purchase. Yet, more than 1 in 3 have bought cryptocurrency without knowing anything about it. Are you one of them? How would you rate…

Author
Christopher K. Winn
May, 11 2021 · All articles
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Want Better Financial Habits? Do This Once a Year

Remember when Marie Kondo took the world by storm with her tidying up routine? Maybe not, but let’s roll with it. Her idea is that we can improve our lives by removing clutter and items that no longer “spark joy.” We can apply similar principles to our financial lives. (No, you can’t throw out your…

Author
Christopher K. Winn
Mar, 05 2021 · All articles
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Financial planning for technology professionals: Why is it important?

The IT & Tech industry is growing rapidly, with more tech professionals thinking about financial planning and wealth management for the future. In this article, we cover why professional financial planning is important for technical professionals and how to do it right

Author
Christopher K. Winn
May, 05 2022 · All articles
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