Just as I was putting the finishing touches on a different Pam to Paper column (I’ll come back to that one another week), I received an email from a Mutual Fund Company we work with, Calamos Investments. In addition to having a proven track record as a money manager, they also produce some very informative […]

Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]

It’s not every day that a meeting of the US Federal Reserve Bank becomes a spectator sport. However, today (June 15, 2022), there was considerable buzz around this event. There was a countdown clock, endless commentary/predictions, and a televised press conference. Jay Powell (Chairman of the Federal Reserve) is now a well known celebrity (for […]

It’s severe weather season in Wisconsin. Earlier this week, we had a major thunderstorm roll through in the late afternoon. The storm clouds encompassed the sky, blocked out all the light, caused quite a bit of worry, and left some damage in their wake (fortunately, most areas weren’t as hard hit as had been anticipated). […]

If you own Amazon (or any other stock over the years that suddenly carries a lower per share price), you may have the same question I heard this week – what is a stock split and why would a company choose to do this? What is a stock split? A stock split is a decision […]

With the 2nd quarter estimated tax payment deadline approaching, let’s talk about everyone’s favorite topic – Taxes! As you well know, taxes are owed on the income you earn. What you may not know is that there are also rules requiring that tax payments are made as you earn and receive income during the year. […]

Prior to forming Windermere in 2010, I worked in public accounting. For those not familiar with the industry/career track, it is a very challenging environment. It is a professional services industry, so the client’s timelines and demands rule the day. There is a known pathway to each promotion so performance on every job/task matters. Virtually […]

On Memorial Day, I rose with the sun and took a walk thru Elm Grove Park and the surrounding neighborhoods. It is my favorite time of day to walk – when the world hasn’t quite woken up and everything is beautifully still. Sometimes I listen to the sounds of nature as I walk, but on […]

As discussed in a recent article, Windermere (in its role as registered investment advisor) has chosen to use Charles Schwab & Co., Inc. (“Schwab”) as the primary custodian for its clients. A client recently asked me to clarify what the term custodian means – and how they should think about that important role versus the […]

If you’ve ever had a discussion with me or read anything I’ve written during a period of market volatility, you have likely heard me say that in my opinion, time IN the market beats tim-ING the market. What do I mean by that? TIME IN the market is quite simply being an engaged participant in […]