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Welcome to Wooden Investments!  We are pleased that you have chosen Wooden Investments for investment advice.  We focus on providing investment strategies to meet the expectations and demands of our clients.

We look forward to working with you!


"The price of a stock is still determined by people.  And as long as people let fear, greed, hope and ignorance cloud their judgment they will continue to misprice stocks and provide opportunities to those who rigorously use simple, time-tested strategies to pick stocks."

-James P. O'Shaughnessy. What Works on Wall Street23 (Rev. Ed. 1998)-

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck