Welcome to Wooden Investments! We are pleased that you have chosen Wooden Investments for investment advice. We focus on providing investment strategies to meet the expectations and demands of our clients.
We look forward to working with you!
"The price of a stock is still determined by people. And as long as people let fear, greed, hope and ignorance cloud their judgment they will continue to misprice stocks and provide opportunities to those who rigorously use simple, time-tested strategies to pick stocks.”
-James P. O'Shaughnessy. What Works on Wall Street23 (Rev. Ed. 1998)-
Newsletters
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.