Each month, Rick Rieder, head of Fixed Income for Blackrock, hosts a monthly investment call that is always very informative. Him and his team present exhaustive data on several market trends and concepts. One that caught my attention this week was a discussion of the ongoing divide between certain age and income groups within the […]

The concept of leverage has been in the news as of late (in a few different capacities) and a client asked what exactly it means. Let’s take a look at what it is, why extreme caution is advised, and why its proliferation is a risk to markets. Leverage has multiple definitions but in the financial […]

If these were normal times, I’d be writing about the September CPI and PPI inflation reports. However, as the government shutdown marches on and economic data reports are delayed, it gives me the chance to write about some new & different topics. This week, I’m writing about another excerpt from a great book I’ve discussed […]

It may seem far too soon to worry about 2026 taxes (many just filed 2024 taxes after all!) That may be what prompted a client to ask if there really was news last week regarding 2026 taxes. Turns out there were in fact some announcements made that are good to know – never too early […]

Another week has passed and the government shutdown continues. This has resulted in a very quiet flow of economic data as many of the key reports (such as the jobs report, CPI, and PPI) are calculated by government agencies that are currently furloughed. Markets seems to have shrugged off this information vacuum – at least […]

I reviewed a key investing concept with a client this week and thought it was worth highlighting it here as well. The concept? The inverse relationship between interest rates and bond prices. Bonds (also known as fixed income securities) are a type of investment held in most portfolios. Bonds are a contractual promise made by […]

Luckily, this is NOT a question being asked about me (ha!) I pride myself on being responsive and never putting clients in this position. But it’s a good question in the event you or someone you know are not Windermere clients 😉 This is a question I received today from a potential financial planning client […]

At the risk of repeating myself, 2025 has been quite the interesting year. Just when you think we’ve seen the last of the unexpected events, something else comes our way. It seems to the be the year of “stay tuned!” This week, we had two rather unexpected occurrences – the end of Q3 (not unusual […]

Earlier this year, I listened to a podcast that discussed the need for a healthy dose of discernment. Ever since, I have kept that term top of mind and continually work on refining it. What exactly is discernment? Discernment’s dictionary definition is simple: the ability to judge well A more extensive explanation of the term […]

In today’s investing environment, it seems as though there is a constant effort to offer new and attention-grabbing products to investors. No longer are investors limited to a few simple large blend equity mutual funds or index tracking Exchange Traded Funds. There is a seemingly endless menu of investment options – some of which may […]