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Welcome to the WINDERMERE blog

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It wasn’t all that long ago that inflation was a seemingly theoretical discussion topic.  We’d bring it up to clients (usually during a financial planning future illustration) and try to find a way to explain it.  “Your money will be worth less over time” or “your purchasing power will decline” were phrases we’d use. While […]

Client Question: Series I Savings Bonds

September 1, 2022

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Five years ago, I was lucky enough to have a wonderful western adventure with a lifelong friend, spending time in Wyoming and Montana. During that trip, we visited Grand Teton National Park which encircles the beautiful town of Jackson, WY. The area is absolutely beautiful and if you haven’t been, maybe this will nudge you […]

Westward we go

September 1, 2022

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I make it a habit to follow and consume a variety of voices concerning investing and personal finance. I believe there is always something to be learned – both from those we agree with and those we may not be fully aligned with at all times. Earlier this week, I saw a post from an […]

Spend Less AND Spend More (?)

August 25, 2022

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If you listen or read investment-related news, you are likely to encounter the term “factor” or “factor based investing” as this concept has taken off in recent years. A client recently asked for our take on this concept. Great question! Definitions Think of factors as traits or characteristics of the underlying company. Factors are not […]

Client Question: Factor Investing

August 25, 2022

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Some problems are definitely better than others. A recent client question about possible ways to circumvent a material gain in a taxable account is certainly a nice problem to have – but one that still deserves some discussion. Investment Taxation Basics Let’s start with an overview of taxation of investments. If you are buying and […]

Client Question: Managing Investment Gains

August 18, 2022

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As we approached the end of June 2022, markets seemed to be in a free fall. There was no shortage of things to worry about as an investor – inflation, rate increases, global unrest, midterm elections, covid variants, and perhaps front and center: Recession fears. With reports of a slowing economy and the persistent belief […]

Earnings Season – Expectations vs. Reality

August 18, 2022

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If you are at or nearing Medicare age, you are well aware of its underlying complexities. We frequently work with clients as they navigate this program – but always recommend the inclusion of a Medicare insurance advisor/broker as well, given the intricacies and considerable nuances. One such nuance that a client just ran across this […]

Client Question: Medicare Income Related Monthly Adjustment Amounts (IRMAA)

August 11, 2022

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It was only a few years ago that inflation reports would go virtually unnoticed. Nowadays, they receive “breaking news” headlines, live news coverage, and follow-up press conferences at the White House. July’s inflation report (published August 10, 2022) was yet another hotly awaited release. The key question at hand – are things getting worse or […]

One in a Row

August 11, 2022

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July 2022’s CPI print brought some relief, showing a 0% increase since June. A big reason of that change was the decline in gas prices month over month. The data published on August 11th, 2022 by AAA helped to reiterate this development. As shown in the graphic below, the national average per gallon of regular […]

Less Pain at the Pump

August 11, 2022

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August will always remind me of back to school season. Even though I am years (check that, decades!) removed from having to buy school supplies, pick out a locker, and review my class schedule, this month always puts me right back in that mode. Time to say goodbye to summer fun and get back to […]

Back to School Season = Time to Regroup

August 5, 2022

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