The Woodward Financial Advisors Blog

Flashback to April 2, 2025, the global markets are reacting to the Liberation Day tariffs and are at the start of, what we now know was, a drop of $10 TRILLION in global market value ... Due to the magnitude of the market changes, your team at Woodward Financial Advisors assembled quickly and decided it was time to review all client portfolios for trading and rebalancing opportunities. So, I ask a simple question that I encourage you to briefly consider before reading on; did WFA engage in marketing timing?

As interest in Bitcoin and other cryptocurrencies continues to grow, some Woodward Financial Advisors clients are curious whether their portfolios include investments in these loosely regulated holdings. While it's important to understand the basics of cryptocurrency and the underlying blockchain technology, we want to clarify that our investment approach does not include direct exposure to cryptocurrencies like Bitcoin ...

The right insurance coverage isn’t just a box to check, it's a key part of protecting everything you've worked so hard to build. Whether you're retired and enjoying the next chapter of life or still working toward your financial goals, understanding what your homeowners or renters’ insurance actually covers can make all the difference when the unexpected happens ...

I don’t know about you, but I’ve never heard someone at a cocktail party brag about the steady, consistent returns they’ve enjoyed from their well-diversified mutual fund investments. We are also acutely aware that our diversified investing strategy isn’t always “sexy,” but as financial advisors, we believe in the power of the long-term growth of the market, despite the inevitable downturns along the way ...

Over the past year, many of you have heard me talk about building my first home. Now that I’m finally nearing the finish line, I’ve had time to reflect on how much this journey has reinforced one of the most important principles of financial planning: matching your money to your goals ...

When it comes to managing your money, one word that doesn’t get many headlines, but should, is intentionality. Whether you're actively building your savings or thoughtfully planning how to spend your retirement nest egg, being intentional means directing your finances toward what truly matters, rather than letting your money run on autopilot—or worse, impulse.