The hour starts with the effectiveness of CAPE P/E as a market predictor and then China’s issues with centralized control. Paul then discusses keys to successful retirement planning and Social Security for the last half of the hour.
Paul begins the hour discussing the personality traits linked to financial success and failure. He talks about who people tend to trust and the biases we have.
The hour begins with how socially-responsible investing is well-intentioned but misguided. Paul also discusses 401(k) mistakes and the lack of available diversification offered by many plans.
Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Paul talks about Solomon’s diversification advice and how presidential candidates are looking into how large mutual fund companies might harm competition among corporations.
Paul discusses how Google search results favor articles that are biased toward large-growth companies. He also talks about the ethics of robotic portfolios and how they relate to fiduciaries.
Most investors fear risk. That’s why so-called “safe” investments are so popular. When stock
Why do these two extremes drive us so much? How do they lead to
Paul Winkler, Anne Sawasky, and Arlene Brown talk about women’s issues in social security, financial literacy, and other general financial issues for both men and women.
Anne Sawasky talks about her family’s battle with cancer and the financial implications. Parallels to health insurance, disability insurance, and emergency funds are covered.
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
