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Welcome to the WINDERMERE blog

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In talking with a client and their tax advisor this week, there was some confusion over why mutual funds make distributions (typically in December) that result in unexpected tax consequences. It’s a great question and one you should keep in mind for your portfolio, especially in 2022. Let’s dive in. What is a mutual fund […]

Client Question: Mutual Fund Distributions

November 10, 2022

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When you think of this time of year and harvesting, your mind may go to crops and farming. But don’t forget about harvesting investment losses as well. This topic came up with a client recently who asked for a reminder on why it can be a useful strategy, especially in a down year such as […]

Client Question: Harvest Season

November 3, 2022

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As we turned the calendar to November this week, there were a lot of things to look forward to – final two months of 2022, Thanksgiving around the corner, the few remaining nice days of fall weather (at least for us Midwesterners), and of course – the second to last meeting of 2022 for the […]

Churchill and the Federal Reserve

November 3, 2022

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I don’t know about you, but think we could all use a little break from the markets. The next few weeks will be action packed – with inflation readings and a Federal Reserve meeting and the midterm elections. So this week, I thought we’d instead do a little exercise together. One that may help you […]

Two questions to answer

October 27, 2022

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A client recently reached out to set a time to review her benefits during Open Enrollment. This is a great practice and one I thought would be worth sharing in this week’s column What is Open Enrollment? Every year, employees are able to review and make changes to employee benefits during a process called Open […]

Client Question: Open Enrollment

October 27, 2022

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A client reached out this week, expressing concerns about the decline in her portfolio. As I started to provide my rationale for staying the course and how markets go thru cycles, etc. , she said “thanks, I just need the hang in there pep talk once in a while.” Don’t we all? It has been […]

Go Ahead, Take the Next Step

October 20, 2022

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There was a slight bit of good news for US individuals this week as the IRS published certain key items that will apply to 2023 income taxes. A client reached out for confirmation of the changes – so let’s cover them here. Before we dive into details, it’s helpful to understand what is driving these […]

Client Question: 2023 Tax Changes

October 20, 2022

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Congratulations, you’ve survived another week as an investor in 2022! A week where we have seen positive and minus +2% moves in equity markets within the same day. Is anyone else just a bit tired of this?! Much of this week’s excitement centered around – you guessed it – inflation. You can read more on […]

Sage advice

October 13, 2022

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Inflation seems to come up in every client conversation these days – rightfully so!  This week it was an extra hot topic with Thursday’s latest CPI release for September 2022.  Let’s cover some of the highlights What do I need to know about September’s inflation report? The September Consumer Price Index (CPI – or “CP-High” […]

Client Question: Inflation Charges On

October 13, 2022

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No, this isn’t a sing-along to the classic 80’s song but rather a question that I’m sure many investors (perhaps yourself included) find themselves asking after another rough quarter. Markets had a tumultuous end to Q3, as rates rose and equities sold off (read more about that dynamic in this week’s client question). In combination […]

Should I Stay or Should I Go Now?

October 6, 2022

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