Winward Financial Insurance & Investments LLC

08/09/2024

"Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

06/28/2024

It was a beautiful day for some fly fishing!

06/19/2024

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

06/07/2024

Here’s a Friday funny for you.

You used to be able to air for free at gas stations, but now it’s $1. That’s inflation for you. 😊
Have a great weekend!

05/21/2024

Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. The Global Market Strategy team at New York Life Investments is joined by Jon Miniman, Global Portfolio Manager at CBRE Investment Management, for a look under the hood of listed real estate.
https://bit.ly/4atWiGb

04/22/2024

What have you done in the past that has paved the way for your success today?

03/27/2024

“Keep your face always toward the sunshine- and shadows will fall behind you. - Walt Whitman

03/11/2024

Working forever, or just planning on it?
Many business owners seem to think they’re going to live forever and thus have done no succession planning, but the COVID-19 pandemic has illustrated more than ever the need for business owners to be prepared for adverse events. Read this article to learn about three elements that are critical to creating a well-planned and funded succession plan, and let’s look at how you can help increase your business’s probability of longevity and maximization of value, even when faced with inevitable setbacks.
https://bit.ly/43g12xi

02/08/2024

"Don’t ask yourself what the world needs. Ask yourself what makes you come alive, and then go and do that, because what the world needs is people that have come alive." —Howard Thurman. Inspiration can fuel change. What inspires you?

09/15/2023

A few weeks ago we had a fun team outing picking huckleberries in the Idaho mountains. We may have just found a new office tradition!

09/07/2023

Mark your calendars for the 2023 Advisor Symposium on Wednesday, November 8, from 11:00 AM- 4:00 PM. We will be hosting this meeting here at the Winward Building's Legacy Loft with lunch and CPE/CLE/CE credits for those who RSVP. This educational program is tailored for accountants, practicing attorneys, and financial professionals whose clients utilize advance business and estate planning strategies. Watch this video to see this year’s lineup of presenters and topics.

The Advisor Symposium is an advanced level continuing education event specifically designed for practicing attorneys, CPAs, and financial service professionals.…

08/24/2023

Do you know that millennials are expected to inherit more than $68 trillion dollars in the coming years? As this article points out, that would make them the wealthiest generation in American history.

The wealth handover will have a significant impact on the economy. Millennials are expected to hold five times as much wealth as they do today by the 2030s.