This Concept Explains Why You Can’t Look at 5 or 10 Year Track Records
October 31, 2024
Today, Paul explains a concept he calls a vortex that shows how dissimilar investments
Mixing Money and Politics: Market Timing During an Election Season
October 30, 2024
Today, Paul and Evan talk about some changes that happened in the market because
OpenLine – Smart Investing in Uncertain Times: Market Trends, Diversification & Financial Scams (October 2024)
October 29, 2024
In this episode of OpenLine, financial advisor Paul Winkler joins the discussion to
We Could Learn This Lesson About Business Success From Amish Communities
October 29, 2024
Today, Paul brings an article from the Wall Street Journal about economic mobility and
Paul Shares Sales Pitches for Advisors From His Email Inbox
October 28, 2024
Today, Paul talks about the problem with investing being a sales-driven industry. Paul shares
How Do You Protect Yourself From Criminals Like Bernie Madoff?
October 25, 2024
Over the last few decades, there have been multiple instances of investors getting caught
A Quick Guide to Buying Auto Insurance in 2024
October 24, 2024
Insurance prices keep going up, pushing people who have been very loyal to their
You Don’t Have To Be Able To Predict the Future To Be a Successful Investor
October 23, 2024
Paul brings up a principle that most investors know, but few actually abide by:
Roth Conversions Are Tricky. Did This Financial Columnist Get It Right?
October 22, 2024
An investor reaches out to a financial columnist because his advisor told him to
Government Announces 2.5% Increase to Social Security Benefits in 2025. Is It Enough?
October 21, 2024
It is very difficult to calculate how inflation affects consumers because Americans are purchasing
What Happens When You Inherit a Non-Qualified Annuity?
October 18, 2024
Some assets are pretty tricky for someone to inherit because they create a lot
What To Do When Your Employer Offers Company Stock as a Benefit
October 17, 2024
Today, Paul dives into what you should do if you work for a company