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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)-

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Here are some ideas to help pursue a life of financial freedom.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck