Skip to main content
Point Windward Advisors
menu
  • Home
  • Team
    • All Team Members
    • Will Wurm
    • Veronica Marton
    • Anthony Vivona
    • Abby Marton
    • Michael Stern
    • Brad Small
    • Evan Slater
    • Richard Owen
  • Services
    • All Services
    • Investment Management
    • Financial Planning
    • Tax-Efficiency
    • Retirement Planning
    • Risk Management & Insurance Review
    • Estate Planning
    • Philanthropy & Charitable Giving
  • Approach
  • Who We Serve
  • Insights
  • Contact
  • Client Login

Insights

Will Wurm | Oct 23, 2026

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
Will Wurm | Oct 16, 2026

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

Read More
Will Wurm | Oct 9, 2026

Six Estate Planning Assumptions Worth a Second Look

Estate Planning
Family
Insurance
Retirement
Tax Planning

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.

The only

Read More
Will Wurm | Oct 2, 2026

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
default blog image
Will Wurm | Sep 25, 2026

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
Will Wurm | Sep 18, 2026

Retirement Isn't Just About How Much You Save. It's About When.

Retirement
Risk Management
Investments
Finance
Savings

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than

Read More
Will Wurm | Sep 11, 2026

More Than a Number: The Four Risks That Shape Your Retirement

Retirement
Risk Management
Health
Investments
Finance

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.

That's understandable. The

Read More
Will Wurm | Sep 4, 2026

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
Will Wurm | Aug 28, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

Read More
Will Wurm | Aug 21, 2026

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
Will Wurm | Aug 14, 2026

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

Read More
Will Wurm | Aug 7, 2026

What to Do With Your Next Dollar: A Financial Order of Operations

Finance
Savings
Investments
Retirement
Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Next page Next ›
  • Last page Last »

Ready for the Next Step?

Connect with Our Team

 

Office

880 3rd Avenue, 16th floor
New York NY 10022

Contact Info

Phone: (212) 350-7250
Email: info@pointwindward.com

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Form CRS | Form ADV Part 2A

© 2026 Point Windward Advisors. All rights reserved.