Surfers running into the ocean with surfboards

Family cycling on a road at sunset with mountain views.

Couple walking hand in hand on a sunny beach at sunset.

Hiker standing on a rocky peak at sunset overlooking mountains.

Kayaker paddling on a calm river at sunset

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

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators