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
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?