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Welcome to the WINDERMERE blog

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This week, I’ve had a few discussions with clients concerning areas of their financial journey beyond investments – areas such as income taxes, life insurance, and estate planning. A common theme to those discussions is the need to surround oneself with qualified and trusted advisors. Let’s take a closer look! Beyond Investments At Windermere, our […]

Client Question: Building an Advisory Team

September 21, 2023

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Markets were once again focused on the Federal Reserve this week as they released their September rate announcement. At that meeting, Chairman Jerome Powell stated that there would be no rate hike this month (the second such “pause” in 2023). This was a well choreographed moved and as a result, it was not a surprise […]

Hitting Pause

September 21, 2023

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A sure sign of the passing of time these days is the release of monthly inflation reports. August 2023’s Consumer Price Index (CPI) and Producer Price Index (PPI) were released this week and the results were..well, mixed. Let’s look at CPI first. Month over month, headline CPI rose 0.6%. The core metric (excluding volatile food […]

Latest Inflation Report (August 2023)

September 14, 2023

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There was a time a few years ago when money market funds were an afterthought. With interest rates near zero, there was little to no need to consider investing in a money market fund (as you earned the same (almost zero) interest rate just staying put in cash). Times have changed and as of present […]

Client Question: Money Market Funds & Liquidity

September 13, 2023

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Federal Reserve Chairman Jerome Powell spoke last week at the Jackson Hole Economic Symposium. His comments were widely anticipated and eagerly watched by market participants. His comments struck a balance between optimism and caution. On the optimistic side, he acknowledged that progress has certainly been made on inflation fight. However, he was quick to ensure […]

Following the Stars

August 31, 2023

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A client recently reached out asking whether or not I thought she should invest in shares of an Initial Public Offering (“IPO”). While these events are talked about in the news and grab the headlines, there are many facets of them that are not widely explained. Let’s take a closer look at IPOs – what […]

Client Question: Initial Public Offering

August 30, 2023

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Have you ever been to Jackson Hole, Wyoming? It’s a truly beautiful part of the country. The mountain air, the vast landscape, the stunning view of the Grand Tetons – a perfect place for a late summer vacation. Countless central bank officials and top academic leaders will make their way to Jackson Hole this week […]

The Fed Heads West

August 23, 2023

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I spoke with a client this week about funding a Roth IRA for their child. This is a great gift idea, as well as a sound financial strategy, so I thought I’d review it this week I’ve written quite a bit about Roth IRAs versus traditional IRAs in the past. (you can find one such […]

Client Question: Fund Roth for a Child

August 22, 2023

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I’ve written quite a bit about interest rates in recent years. They have an inextricable impact on financial asset prices, so it’s always instructive to pay attention to what is happening to rates – both in the US and abroad. Interest rates have risen relatively drastically in July and August across the yield curve (ie: […]

Interest Rates – What’s Going On?

August 17, 2023

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I met with clients this week that own a home in another state. They have owned it for a few years and during that time, they have used it mostly for their personal use (themselves and family). In the past year, they have started renting the property out to tenants. When the house was first […]

Client Question: Rental Property Considerations

August 17, 2023


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