Paul and Jim continue a conversation about the worst 15 performing mutual funds of 2023 and why they do such a great job of teaching about efficient markets and diversification. Listen along to hear which funds would have been the worst to own in 2023 and why. Later in the show, Paul talks about why it’s so hard to get into a large investment firm and change the culture and investment philosophy.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Most investors who are taking money in retirement have a fear of running out. They are afraid that the market will be
Today Paul and Jeff talk about their first impressions after the Paul-Tyson fight over the weekend and they both have the same
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”
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.
