WynnSights Blog

Creating a financial plan is crucial to securing one’s financial future. But even the most meticulously drawn plan can have gaps. Fill 'em!

Money management is the key to optimizing portfolio investment yields. Stay on top of your cash particularly in the beginning.

What better time to start preparing for retirement than when you get that first job…that first paycheck?

I’m of the opinion that many investors have simply shifted low-yielding bank savings account funds into money markets.

Although chaotic markets are stressful, they can positively affect your investment portfolio. Here's a refresher.

Folks often frame financial decisions incautiously in the pursuit of financial stability as opposed to optimizing security, and vice versa.

There's never a dull moment on the residential real estate scene. Being a prospective homebuyer or seller is not for the faint of heart.

If the past two years haven't drawn your attention to the value of a diversified portfolio, then perhaps nothing will.

It’s the holiday season and our friends in Congress are on the verge of passing a huge omnibus bill that help us save more for retirement.

Banks aren’t the only game in town as places to store cash. There are better options out there - you just have to know where to find them.

2022 has been a bear of a year for investors, but it looks like the market is rallying - is it just a temporary pause in the downward trend?

POD money is not part of the probate process so it allows beneficiaries quick access to to cash that can help them pay for funeral expenses.

It's human nature to seek advice from others or mimic the crowd is during inflationary times, but that can be worse than inflation itself.

The I Bond interest rate is experiencing another growth spurt. Take a look at these inflation-adjusted alternatives to bank accounts.

The greatest transfer of wealth in modern history is upon us. This issue raises important discussion about inheritance and heirs.

Investment diversification is more than just NOT putting all of your eggs in one basket (nice Easter bunny reference there, right?).

Known as the "wallflower" of investments, the virtually risk-free U. S. Treasury-issued Series I Savings Bonds are making a big splash. Why?

Why do we make things so complicated when evaluating - and making - investments?

When battling inflation, consider bonds, I Bonds.

New Year’s resolution: Take a hard look at your increasingly complex investments and simplify things.

I've been asked why I include Target-Date Funds (TDFs) in my investing strategy as some contend they are inefficient and costly.