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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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Calculators
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?