What is happening? August is traditionally a slow month – as we ease from summer fun back into the routineness of fall. Not this year, at least as it relates to the markets. In case you’ve tuned out business news for the past week, here is what you’ve missed: *What goes up is coming back […]

If you’re feeling a bit of motion sickness from the markets over the past eighteen months, you are not alone. Markets have been on a bit of a roller coaster – now returning to the same platform where we all got on the ride, with the market recently crossing over to all time highs. But […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Is your financial advisor independent? Your wealth journey is exceptionally important. How confident are you that your advisor is working in your best interest? Windermere is an independent Registered Investment Advisor and acts as a fiduciary in […]

During the first four months of 2019, it seemed as if nothing could get in the way of markets. While uncertainty remained (tariffs, interest rates, economic strength, recession worries), markets ticked higher seemingly every day. In early May, that all changed. See below for market returns during May 2019 View fullsize While it’s hard to […]

Normally, I use this monthly blog post to share our own views on the markets and investing. However, this month, I’m choosing to instead share some perspectives from two of the best: Warren Buffett and Charlie Munger. The first weekend in May is unlike any other weekend in Omaha as annually, 40,000+ individuals make the […]

A recent blog post from Seth Godin entitled “More Right” follows: There are at least seven realistic ways to get from my home near New York to a meeting in Washington DC. None of them are wrong. Each offers its own advantage in terms of resilience, speed, cost or hassle. And so, we can’t choose […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Reading List I was recently asked about my “must read” news sources and daily email lists.  Seems like there is an endless supply of news to pick from but here are a few of my daily reads […]

We all like to think we are fully rational human beings, capable of staying in control of our emotions and making sound decisions in all areas of our lives – especially when it comes to investing. When markets are steady and moving in a upward trajectory, many of us are able to operate in a […]

There were few investors who were sorry to see 2018 go. Market movements in October thru December brought returns for the year negative and erased most annual gains, all while worrying investors with significant daily movements and seemingly endless selling pressure. Why did these sharp downward moves occur? Markets are complex and there is no […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 2019 Contribution Limits – I know – 2018 is barely over and you’re still working on tax prep for last year. I get it – but it’s never too early to start planning your savings for the […]