We received June inflation reports this week. As the temperatures across the country soar to new heights, prices paid by both consumers and wholesalers are coming off the boil (for now). Consumer prices (CPI) was released on Tuesday. Prices fell 0.4% month over month and annual increase in June was 3.5%, down from an annual […]

There are certain questions I receive quite frequently given my profession. One of the most popular goes something like this “So, I read an article that the market is going to crash in the next year. What do you think I should do?” I had someone ask this question again recently and thought it was […]

And just like that, half of 2026 is over. It’s been a wild year for investors but the end result (thus far) has been meaningfully positive. As of June 30, 2026, the US equity market (measured by the S&P 500) has risen 10.2%. Fixed income markets have had a harder time in the face of […]

I talked with two clients this week about the pros/cons of funding purchases. I wrote about a similar topic a little while ago (the decision to finance or pay cash here). This time, the questions center more around what type of account to pull cash from – a pre-tax retirement account or a non-retirement/brokerage account. […]

Instead of a client question this week, I wanted to share some of the beautiful sentiments clients and friends of Windermere have shared in the wake of my Dad’s passing. My mom, sister, and I are so blessed to have your support and grace during this time. I also am so glad he followed his […]

It’s with a very heavy heart that I share the news of my father Ken Evason’s passing. He died last week, just a few days shy of June 12th, which would have been his 77th birthday. He was on his farm in Canada, surrounded by the land and the animals he loved. My dad (pictured […]

If you haven’t looked at US equity markets recently, you may be surprised when you do. The S&P 500 is up a staggering 16.3% in the quarter and 11.3% on the year. A client asked this week what sectors have been leading to the market’s stunning recovery from its lows earlier this year. As a […]

If you’ve been listening to financial news the past few weeks, you’ve undoubtedly heard about a slate of upcoming initial public offerings (known as “IPOs”). Given the popularity of the businesses at the center of these offerings – SpaceX, Anthropic, and OpenAI to name a few – it’s no wonder that IPOs are the talk […]

At the start of this year, the anticipation was that interest rates would start to come down given the steady decline in inflation and the softening of the labor market. Fast forward to today, and the US 10 year interest rate now sits ~ 40 basis points higher than it did at the start of […]

This week’s question came to me from a client who was in the market for a new car and asked for some advice. After a very lengthy discussion about car financing and negotiating (I LOVE this topic so I had a lot to say, as always haha!), she asked a final question. If I have […]