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Welcome to the WINDERMERE blog

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I talked with a client this week about a few items concerning Roth IRAs and thought it was worth revisiting these topics as the deadline for 2024 IRA contributions approaches Roth Refresher As a reminder, there are two main categories of retirement savings in the US (1) Traditional savings, which provide for an immediate tax […]

Client Question: Roth Questions

February 6, 2025

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January always seems like a long and winding road (ie: month), doesn’t it? I’m not sure if it’s the post-holiday contrast, the lack of daylight, the harshness of winter, the 31 days, or a combination of all of those factors but somehow, the month always seems to move a bit slower than others. However, this […]

Phew. What a Start to 2025

February 6, 2025

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I talked with a client this week about ways to keep their Schwab account safe and secure. Here are a few best practices we discussed. Also please note, even if you do not custody your investments at Schwab, these suggestions may well apply to your online investment account as well Avoid Public Wi-Fi An oldie […]

Client Question: Securing Schwab Access

January 24, 2025

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Please note – I am traveling this week so the article below was written in advance. I know there have been many market moving events this week. I will cover those (and more) next Friday. In the meantime, enjoy this post and stay well. During a recent interview, JP Morgan Chase CEO Jamie Dimon was […]

Rolling the Dice

January 24, 2025

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I’ve met with a few clients this week and in every conversation, the subject of markets being at all time highs has come up. And with that, an underlying hesitation has been expressed about putting new money to work at these levels (specifically into US equities). Wouldn’t it be better to wait until markets are […]

Client Question: Investing at the Top

January 23, 2025

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Phew. For a shortened trading week, there sure has been a lot of news as the new administration arrived in Washington. There has been no shortage of coverage on those topics so I’m going to talk about something else this week that plays a pretty important role in investing and markets – sentiment. Sentiment is […]

Bears are Back

January 23, 2025

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Despite my sincere hope we would be talking about something else in 2025, inflation was back in focus this week. And after a volatile start to 2025, markets viewed the inflation data as a reason to “smile.” Let’s take a look at what these reports told us – and what they may mean for markets […]

Inflation Information

January 16, 2025

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When the calendar turns to January, there are a few things to take care of if you are a participant in an employer plan (401k, 403b, etc). I talked with a client about a few of these reminders this week and thought it would worth highlighting them here. Revisit Contribution Rate Each year, the IRS […]

Client Question: Employer Plan To-Do’s

January 16, 2025

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Happy new year! I hope that you had a wonderful holiday season and are excited for the year ahead. 2024 was an exceptional year for markets and investors. As you review your year-end statements, you should undoubtedly be pleased with the progress you have made towards your longer-run financial goals. The broader US equity market […]

Welcome 2025

January 9, 2025

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A new year can bring a lot of excitement – whether it’s setting resolutions, packing up the decorations and cleaning your house, reflecting on a fun holiday, or planning upcoming travel. But a new year also marks the return of a very important task – tax season! While the ultimate April filing deadline may seem […]

Client Question: Tax Season To-Do’s

January 9, 2025

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