ARE YOU READY?
That's the question we are going to ask you. Are you ready to stop worrying if you're going to have enough money to last in retirement? Are you ready to stop worrying about avoiding the next market crash or missing the next boom? Is it time to stop worrying about all the news you read, hear and see... to stop gambling and speculating with your money and start learning how to invest prudently?
If you are ready - you have come to the right place.
At Winship Wealth Partners, our mission is to:
- Help you with comprehensive planning, so that you can achieve all that is important to you.
- Teach you how to avoid behavioral investment traps that kill portfolio returns and coach you over time to ensure you never fall into them again.
- Make you aware of the myths and the illusions in the marketplace.
- Get you to avoid gambling and speculating with your money, and to build a prudent portfolio for you based on 80 years of academic research on how to invest.
- Give you historical perspective of what is happening in the markets, so you can make sense of today's news.
Wall Street and the financial press have created a “selection & timing” investment culture. They want investors to focus on performance... on what stocks to be in... what sectors to be out of. They like it when you are worrying about the catastrophe of the month... they want you thinking that you need to do something now about it. The MSNBCs, the brokerage firms and mutual funds companies make a lot of money off the illusion that “selection and timing” are what matters most.
Our mission is to make investors aware of the myths and the illusions in the marketplace. Get them to avoid gambling and speculating with their money. We make them constantly aware of the classic behavioral investment traps and coach them to make sure they avoid falling into them. Investing is a means to an end. The investing component is important - but the key determinant of long term financial success is based around planning and behavior management.
Wealth Planning
All Winship’s investment clients need a plan. It does not matter if they are 10 years to retirement or 15 years into it. They need to have a roadmap.Read more
Behavior Management
The misperception is that the primary determinant of investment success is portfolio performance. It's not. It's investor behavior. Thus an advisor's greatest value is to help you modify your behavior.Read more
Academic Investing
There is 80 years of academic research out there on how to prudently invest your money. This research acts as the backbone of Winship's investment policy.Read more


