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  • Thanks for 20 years of intelligence, efficiency and smiles

    In the 20 years Beth Bauman has worked for Winch Financial, she has seen the company grow its client base, staff and level of technology dramatically, though her own job description has remained the same. “My main focus is to take care of our clients and make sure they have everything they need,” she said. “That has no… | Read More »

  • Time to check your financial and emotional resources

    After 2018’s roller coaster ride through the financial markets, the New Year presents an excellent opportunity to take stock of your retirement plan and maybe reallocate a resource or two. Portfolio managers commonly reallocate accounts by shifting investments based on both technical and fundamental indicators and reti… | Read More »

  • Happy #GivingTuesday!

    Of all the post-Thanksgiving hashtagged holidays, #GivingTuesday is our favorite. We like the idea of a day focused on charitable giving,  although we do urge caution at this time as well. Before you donate to any charity, we encourage you to look into its status. Is it registered with the IRS as a 501(c) (3)? What per… | Read More »

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