Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Twitter Icon IMG   Find A Financial Advisor Near Me - Linkedin Icon IMG 

678.971.1337

Access Your Account Online

☰ Menu

Planning & Economy

Instant

Is it instant for you too? We got sidetracked this past Monday during our Investment Committee Meeting: that is, John, Christina, and I wandered off of the agenda into a series of personal diatribes. Yes, our impatience with the world has increased. Due to, we think, the era of the PDA, Personal Digital Assistant, (remember… Read More

1/2 Empty or 1/2 Full?

How do you look at our world, your world? Did you happen to notice what occurred right in the middle of the most recent noise and turmoil? For example, the uncertainty caused by The Federal Reserve’s Jerome Powell comments, “the economy faces potentially significant long-term damage from higher unemployment and a wave of small business… Read More

Now What?

What? The news is alive with an intensive variety of predictions, forecasts, and prognostications. Just like they were at the start of the epidemic. Most, if not all, of the disease’s models, turned out wrong, as you also know. Now the discussion is turning; I believe it’s becoming about the economy and stock prices. You… Read More

Open-Up Bunky

No wonder Memorial Day saw a bunch of folks frolicking on the shores of Lake of The Ozarks. By every account, comparing predictions, projected infection rates, hospital usage, and deaths associated with the COVID virus to the actual cases convince me that we may have wildly overreacted to this virus.  To wit, “The COVID-19 death… Read More

Virus Tales

When the medicine, shutting down our economy, is worse than the cure, alternatives surface. For now, 1st quarter Gross Domestic Product, as reported by BEA, decreased at an annual rate of -4.8%. As I pen this, the Standards & Poors 500 index is up approximately 2.5% and up over 31% from its low on March… Read More

How to Stay Safe from COVID-19 Scams

Unfortunately, we live in a world that we need to constantly protect ourselves and our families from people that are trying to take advantage of us and others.  Please beware from the known COVID-19 scams. Economic Income Payments: There are fraudsters trying to trick people into giving them their financial information by reaching out via… Read More

Daily Commentary

Headline News: U.S. stock futures are set to open higher at the end of a volatile week of trading. Analyst expect a 14.1% decline in corporate Q1 earnings after mixed results from banks and consumer discretionary firms so far. President Trump is set to sign the $484 billion coronavirus relief bill after it passed the… Read More

CARES Act Relief for IRA Account Holders – What does it mean to you?

There were several items that went into the CARES Act, but there are a few items that I would like to focus on specifically. Temporary Waiver of 2020 Required Minimum Distributions (RMD) This is great news for investors that begrudgingly withdraw from their IRA accounts every year because the IRS requires them to do so.… Read More

From the Trenches

Warfare, every day: Surgeon-in-chief, at Columbia University and Chair of the Department of Surgery, Dr. Craig Smith, informs and inspires his warrior-troops every day. It turns out, as reported by the Wall Street Journal that the same surgeon who gained some fame by completing President Bill Clinton’s quadruple bypass surgery send emails to his colleagues… Read More

Faith

At our small practice, is our most cherished value. Each of us, Bobbie, John, Christina, and me*, have absolute faith in each other that our interests are not only aligned with that of our clients but also that they come first in everything we do. We also have faith that Americans and our innovators are… Read More

Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.