Winston & Companies

09/24/2026

Taking time to plan your finances now

Prep today means fewer regrets tomorrow.

09/23/2026

Are Bonds Still the Best Way to Manage Risk?

📊 For decades, bonds have been the go-to investment for managing risk. But is that still true in today's market?
📈 With inflation remaining elevated and interest rates potentially moving higher, many investors are asking whether the traditional 60/40 portfolio is enough.
In this interview, Shane Stevenson with Winston & Companies and Erin Kennedy discuss:
✅ Why bonds may not provide the same stability they once did
📉 What 2022 taught investors about diversification
🛡️ How fixed indexed annuities, structured notes, and buffered ETFs may fit into a risk management strategy
🤔 The questions to ask before making changes to your portfolio
Every investor's goals and risk tolerance are different, which is why it's important to understand all of your options before making investment decisions.
To learn more about how to balance growth, income, and protection in today's market, give Shane a call at 602 456-1928 or visit www.WinstonandCompanies.com

09/22/2026

Get valuable insights in just 5 minutes with a quick, easy-to-understand overview designed to help you make informed decisions faster.

Discover your Risk Number® with this simple quiz.

09/17/2026

A little planning today can provide greater confidence and flexibility when life takes an unexpected turn.

These money moments hit hard. Stay prepared.

09/16/2026

💰 Can You Convert an Inherited an IRA to a Roth?

Inheriting a traditional IRA can feel like a financial windfall, but it can also come with complicated tax rules and important decisions.
Can you convert an inherited traditional IRA to a Roth IRA? The answer depends on your relationship to the original account owner, and making the wrong move could create an unexpected tax bill. ⚠️
In this interview, Shane Stevenson with Winston & Companies and Erin Kennedy break down:
🔹 What surviving spouses need to know about Roth conversions
🔹 Why non-spouse beneficiaries face different rules
🔹 How the SECURE Act’s 10-year rule impacts inherited IRAs
🔹 Key tax considerations before taking withdrawals
🔹 What beneficiaries should think about before making any changes
If you’ve inherited an IRA, or if you may inherit one in the future, Shane can help you understand all your options. To learn what you need to know before making your next move, please call 602 456-1928 or visit www.WinstonandCompanies.com

09/16/2026

Invest with confidence!

Your Risk Number® empowers you. Find out how.

09/10/2026

Prepare for the moments that can reshape your financial future with thoughtful planning and informed decisions.

Plan for the moments that reshape your finances.

09/09/2026

Nearing retirement? You’re in the retirement red zone... and every decision counts.

The good news? A smart strategy now can make a BIG difference later. In this video, Shane Stevenson with Winston & Companies and Erin Kennedy lay out your 4-step action plan to retire with confidence:
✅ Max out tax-advantaged accounts (don’t forget catch-up contributions!)
✅ Open & fully fund an IRA — and consider going Roth for tax-free growth
✅ Leverage HSAs 💡 (triple tax advantage + future healthcare funding!)
✅ Understand RMDs — because taxes in retirement may NOT be lower
⭐ BONUS: Work with a financial advisor to tie it all together and avoid costly missteps
Your future income, taxes, and lifestyle depend on the moves you make today. To put together your unique action plan, please call Shane at 602 456-1928 or visit www.WinstonandCompanies.com
Act now to get ahead of the curve.