Winnow Financial

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Winnow Financial Redefining Financial Planning. Guidance for what’s now & what’s next.

Your business is part of the picture, but it isn’t the whole picture.Financial planning looks at how the different piece...
10/16/2026

Your business is part of the picture, but it isn’t the whole picture.

Financial planning looks at how the different pieces of your financial life connect, both today and as your priorities evolve.

You’ve heard the term diversification, but what does it actually mean? Swipe to Winnow it Down. 👇What financial term sho...
10/13/2026

You’ve heard the term diversification, but what does it actually mean?

Swipe to Winnow it Down. 👇

What financial term should we break down next?

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/09/2026

A little Winnow in every frame. 💜

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3Uk0YfHWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3Uk0YfH

Want to talk it through? Let’s connect.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4zhVz7E

10/06/2026

What is Winnow Financial?

From retirement planning and wealth strategy to succession planning for privately held businesses, financial planning can mean something different for every client.

Audrey Johnson, CFBS, CFP® shares what Winnow Financial does and who they’re here to help.

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

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8 Greenway Plaza Ste 1005
Houston, TX
77046

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