Financial Planning
What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · 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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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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What's the difference between fee-only financial advisors and fee-based?

Great question! This can be a confusing topic for those outside the investment industry. I’ve worked as a fee-based advisor, commission only advisor and now work as fee-only advisor. The easiest way to explain this is to review all three side by side. The first difference is compensation. Fee-only advisors work for their clients and…

Author
Christopher K. Winn
Oct, 07 2014 · All articles
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The Build vs. Buy Equation

If you’re wondering what your business might be worth to an acquirer in Portland, there is a simple calculation you can use. Let’s call it “The Build vs. Buy Equation”. At some point, every acquirer does the math and calculates how much it would cost to re-create what you’ve built. If an acquirer figures they…

Author
Christopher K. Winn
Aug, 13 2018 · 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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