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Amy E Winchester, CFP • Winchester Capital Services, LLC

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Amy E Winchester, CFP • Winchester Capital Services, LLC

Winchester Capital Services offers Wealth Management & Business Advising services.

Let's talk business and money- how to borrow it, how to spend it, how to make it, how to save it & how to give it.

06/13/2026

Good for them!!

06/05/2026

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and the meaning behind the numbers. Swipe through to test your expertise, see how you score, and maybe even grab some tips for the second half of the year!

If you have questions about your portfolio or want to talk through your current strategy, give us a call. We're here to support your financial journey.

06/02/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

05/18/2026

Stocks climbed to record highs last week before a hotter-than-expected April CPI report, and concerns about a hawkish Federal Reserve sent Treasury yields sharply higher. Swipe through for more insights.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

05/11/2026

Understanding payroll can be confusing, especially when you have a million other things on your plate. Today, we're going to explain an important concept you often come across: deductions.

Understanding the concept of deductions is pivotal not only for adhering to compliance standards but also for fostering a transparent and trustworthy environment within your team.

Have questions? Reach out to our team. That’s what we are here for.

04/27/2026

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound students cover expenses. Swipe through for an overview of some support options.

We hope these suggestions are helpful for students or parents planning for college. Otherwise, if you have questions about your financial picture or want to talk about investment strategies, give us a call. We are here to help.

04/23/2026

April is Financial Literacy Month, making it a great time to check in on your team's knowledge of their 401(k) plans. These plans can be crucial tools for employees to support their long-term financial wellness, and understanding how they work can be the first step toward making the most of them. Swipe for a few key definitions of 401(k) terms.

We hope your team finds this overview helpful. If you have any questions about your 401(k) plan or would like to talk through additional ways to connect with your team about this key benefit, don’t hesitate to reach out. We are here to help.

04/22/2026

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great opportunity to take a closer look at the habits that shape our personal and professional lives.

This month’s quote is a reminder that excellence isn’t something we achieve once; it’s something we practice over time. Small, consistent actions lead to big results.

So, as you move through April, ask yourself: What habit are you committed to building (or rebuilding) this month? Let us know in the comments. We’d love to cheer you on!

04/21/2026

April is Financial Literacy Month, an important time to ensure your team knows the ins and outs of their 401(k) plans. Research shows that a significant number of employees don't fully understand the retirement plan offered by their employer.

So, with that in mind, our team wanted to share several key definitions of 401(k) terms. Swipe through for more information.

We hope your team finds this resource helpful. As always, if you have any questions about your team’s plan or want to talk through communication strategies, don’t hesitate to reach out. We're happy to help.

04/20/2026

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round with a couple of simple practices. Swipe through for a few practical tips to keep yours growing.

If you would like to learn more about your specific financial situation, do not hesitate to give us a call and schedule a time to chat. We are here to help.

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New Orleans Metropolitian Area
Metairie, LA
70005

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