From online banking and cryptocurrency to social media profiles and cloud-stored photos, digital assets are an undeniable part of our lives. But have you considered what happens to your virtual wealth when you’re no longer here? Just like your physical property, your digital assets need a roadmap in your estate plan. What Are Digital Assets? […]
Digital Assets and Your Estate Plan: What You Need to Know Read More »
Unexpected events can disrupt even the best financial plans. Stress-testing your strategy allows you to see how it would hold up under challenging conditions such as high inflation or a significant market correction. In this short video, Windes Managing Partner Sean McFerson and Windes Wealth Management Senior Wealth Advisor Mark Mitamura explain how stress-testing, combined
Financial Preparedness: Protecting What You’ve Built Read More »
Market conditions can shift quickly, and the right mix of investments can make the difference between stability and uncertainty. Strategic diversification uses asset correlations, risk balancing, and alternative investments to create portfolios that remain steady when conditions change. In this short video, Windes Managing Partner Sean McFerson and Windes Wealth Management Senior Wealth Advisor Mark
Strategic Diversification: Strengthening Your Portfolio Read More »
Holistic financial planning is about more than just investments. It means aligning every part of your financial life to work together. In this short video, Windes Managing Partner Sean McFerson and Windes Wealth Management Senior Wealth Advisor Mark Mitamura explain how a comprehensive approach can provide greater flexibility, clarity, and long-term resilience. If you
Holistic Financial Planning: Seeing the Full Picture Read More »
Cable news is still buzzing after President Trump’s “Big, Beautiful Bill” moved a step closer to reality when it passed to the Senate. The bill, which promises significant tax changes, has left many citizens with more questions than answers, as the 2017 Tax Cuts and Jobs Act provisions are set to expire at the end
Decoding the “Big Beautiful Bill”: What Potential Tax Changes Mean for You Read More »
Did you know the Chinese symbol for “turmoil” is the same as the symbol for “opportunity?” This is certainly true when it comes to investing. Periods of market volatility, which bring stress, anxiety, and potential risk, can also create unique opportunities for long-term investors. We understand that headlines about tariffs and economic uncertainty can be
Navigating Market Volatility: Seeing Opportunity in Change Read More »