Category Archives: Firm News

Trust the Process

Over the last 4 years, the NBA’s Philadelphia 76ers have consistently lost in historic fashion. Strange as it might sound, this was intentional: the worst team each year has the highest odds of winning an early pick in the next … Continue reading

Posted in Financial Planning, Firm News | 1 Comment

Internet, Email and Phone Outage

Woodward Financial Advisors is currently experiencing an internet outage, which is impacting our ability to send and receive emails or make and receive phone calls. This outage appears to be impacting a significant portion of the NC Triangle area. As … Continue reading

Posted in Firm News

Farewell Fiduciary?

(photo source: On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,

A Speech to the Graduating Kindergarten Class of 2015

My daughter graduated from kindergarten back in June. While there weren’t any caps, gowns, valedictorians or diplomas, the ceremony did have about 100 singing children, lots of beaming parents and grandparents, and plenty of chocolate cake. Having attended my fair … Continue reading

Posted in Firm News