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 […]

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 […]

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 […]

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 […]

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: […]

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 […]

One of the most important economic releases for August came out today (Thursday August 10th) – the July CPI report – revealing the latest inflation dynamics at play in the United States. August has been a challenging month for investors, as markets have reversed their upside trendlines sharply in the first several trading days of […]

While meeting with a prospective client earlier this week, he asked about a key differentiating factor in the world of financial advisors. Specifically, he asked what makes a financial advisor a fiduciary (which Windermere and its advisors are). This is an excellent concept for everyone to understand so let’s dive in What is Fiduciary Duty […]

August is typically a challenging month for stocks and that is proving to be true yet again this year (at least as of August 2nd while I’m writing this note). We did get relatively tame data regarding inflation and jobs earlier in the week and another jobs report will hit the wires shortly before this […]

For the past two weeks, I’ve addressed client questions related to two popular equity market indexes – the NASDAQ and the Dow Jones Industrial Average. While no none asked me specifically about the seemingly most popular equity index, I couldn’t leave this series of questions without addressing it. So let’s take a closer look at […]