Articles

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 […]

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

  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

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

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

If only … If only I’d left five minutes earlier, I wouldn’t be stuck in this traffic. If only I’d taken better care of myself, I wouldn’t be dealing with this health issue. If only I’d asked for help, I wouldn’t be in this situation. Every missed opportunity and feeling of regret creates a series