Money Uncomplicated
Insights on investment and financial matters from an Independent, Fee-Only, Fiduciary Investment Advisor.
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Episodes
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
Thoughts on the current market environment. Reasons for the market volatility and stock market pullback. Perspective.
Friday Jan 21, 2022
Friday Jan 21, 2022
Discussion with Ian Freemire, CFP on the subject of Financial Planning and how it's viewed and defined.
Thursday Jan 20, 2022
Thursday Jan 20, 2022
In part two of our Market Timing episode we will discuss how to invest, and stay invested by discussing our Four Keys To Successful Investing.
Thursday Jan 20, 2022
Thursday Jan 20, 2022
In part one of our Market Timing episode, we will discuss the difficulty in trying to guess the ups and downs of the stock market.
Thursday Jan 20, 2022
Thursday Jan 20, 2022
There are reasons to have an allocation to fixed-income in your portfolio. There are ways to protect yourself against rising rates and inflation.
Thursday Dec 09, 2021
Thursday Dec 09, 2021
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Money Uncomplicated
Podcast created by Windsor Capital Management, LLC. WCM is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio management. As a fee-only advisor, our compensation is derived solely from our annual advisory fee, based on assets under management. We do not receive commissions or any type of compensation for the buying or selling of any security or product. We manage portfolios for families, high net-worth individuals and institutional clients. Serving clients in over thirty states, we are dedicated to unbiased advice and goal-oriented investment management.
It's not about timing the market, but time in the market that counts.
Rebalancing a tactically-weighted portfolio is the successful alternative to emotional decision making.
