By now, you have undoubtedly read about the data breach at Equifax, one of the nation’s three largest credit reporting agencies.  The breach, which actually occurred in late July 2017, is believed to have impacted 143 million Americans and is reported to have included significant amounts of public information, including names, social security numbers, driver license […]

Each year, Charles Schwab hosts a conference for the advisors that use its institutional platform (like Windermere).  There is a lot of valuable content shared in the form of keynote speakers, breakout education sessions, and small group conversations with others in the industry.  Below are five things Windermere took from this year’s conference 1.) Market […]

We are living in a different world.  It wasn’t that long ago that we lived our lives “offline” – speaking to people on the phone, visiting bank branches when we needed funds, receiving key financial information in our mailboxes, and having face-to-face conversations with trusted professionals. Things have changed.  We now live a large portion […]

You may have heard that the Labor Department issued new regulations last week concerning retirement plans.  These rules brought light to an issue that has been ever-present in the investment industry but has been primarily misunderstood. At the heart of the issue (and at the new regulations) is the standards investment advisors must abide by. […]

‘Tis the season for New Year’s resolutions and the perennial hope that THIS will be the year we finally accomplish (fill in the blank).  For many of us, the goals may be financial in nature.  Have you ever told yourself that this WILL be the year you: will prepare my taxes in January will finally […]