Some investment companies out there are taking advantage of investors. Between encouraging children to buy and sell stocks to telling investors there are no fees but making enormous profits, there is a lot to avoid in the world of investing. Today, Paul and his team talk about these practices so you can protect yourself from predatory investment companies. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
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Latest episodes
This week Paul and his team answer a listener question: Shouldn’t we be investing in the industries and companies of the future? Paul and Evan talk about the oil industry, electric cars, battery technologies, and how these industries should be reflected in your portfolio. Listen along about why it might be a good idea to own an electric car but a bad idea to invest in the company that makes them. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
The federal deadline to file taxes has been moved this week to May 17th. This change also affects the date to file for State Taxes and make certain retirement contributions. Paul and Evan talk about taxes, what you need to know, and what to do before filing. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
It’s easy to get confused about why we own bonds in our portfolio. Paul breaks down the key roles bonds have in your investment strategy. Listen along to hear what bonds are, why they create investment success, and one reason not to buy bonds. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk about why funding a Roth IRA is a powerful tool in your investment future. Listen along to hear how these accounts can be used to create advantages in retirement, even if tax law changes. For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
Paul has seen more clients wanting to put half of their money with one company and half of their money with another to compare portfolios. To most investors, that seems like a smart idea. It gives you an opportunity to see how each portfolio will perform. Today, Paul explains how it’s a recipe for judging a portfolio based on past performance, marketing timing, and how it can hurt instead of help your investments. For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
As we learn more about the human brain, we discover that most of the work of decision-making happens with us realizing it. Today, Paul talks about the kinds of shortcuts our brains make and how companies take advantage of them. Listen along to how you catch when someone is trying to take advantage of you and how to protect your investments from your own stinkin’ thinking. For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
Everyone knows that money can’t buy you happiness, but it’s easy to think we need more of it before we can start living the life we’ve always dreamed of. Today, Paul and his team talk about why we think money will help us achieve personal fulfillment and what happens when you put money first. For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
There is a new investment grabbing everyone’s attention called: Non-Fungible Tokens (NFTs). It’s made with the same technology that cryptocurrencies are made with, but it’s not currency. It’s a token and it can be attached to any piece of art, video, or tweet. It turns almost anything on the internet into a collectable that can be tracked and resold. Just this week someone paid $69 million for a piece of digital art. Today, Paul and his team talk about this new craze and why millions of people are buying, selling, and creating NFTs. For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
Are you thinking about using real estate as a part of your retirement strategy? Today, Paul encourages you to be informed about the advantages and disadvantages of real estate before you make your decision, not after you’ve purchased property. Listen along to hear Paul explain what it really looks like taking an income from real estate properties and what the hidden risks are. For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
