When You Hear “The Market Is Down,” You’re Not Hearing the Whole Story
July 6, 2026
When people say “the market is down,” they may not be telling the whole story. In reality, there isn’t just one market,
- October 2, 2020
Paul Analyzes a Portfolio and Isn’t Surprised at What’s Missing
Subscribe
In today’s episode, Paul gets an opportunity to look over someone’s portfolio, and in all three funds, something crucial is missing. Listen along to understand what to look for in your investment portfolios and how to avoid more risk than you need. For more information about what we do or how we can help you, schedule a 15-minute call with us here: www.paulwinkler.com/call.
Share
More to explore
5 Reasons You Might Not Convert to a Roth IRA
July 3, 2026
A client calls Paul unsophisticated because he doesn’t actively use a specific Social Security analysis software or push clients to do Roth
Watch This “Legendary” Market Timer Get Called Out on National Television
July 2, 2026
It’s a common misconception in the investing industry that bigger is always better. If someone manages $85 billion in investments, shouldn’t they