While listening to “Happier with Gretchen Rubin” last year, I was introduced to this concept. It’s simple – you create a list of items (the number of which corresponds with the year – hence 19 for 2019) you wish to accomplish in the new year. There are no rules – you decide what goes on […]

There has been no shortage of words to describe the market environment as of late: “worst one day percentage decline, largest single day move, recessionary indicator, trade war, interest rate fears” – and the list goes on and on. Going forward from here, we believe only one word matters – CHOICE Investing has always been […]

Less than one month to go in 2018! Time to prepare for year-end and make sure you have all of your financial matters in order before the calendar turns to a new year. We’ve put together this checklist to help you in this process but as always, consult with your advisors as requirements and to-do’s […]

I’m an avid reader of all things Seth Godin, including his daily blog posts.  This recent post stuck a cord and made me think of recent market activity.  *Be sure to visit the link to the post and consider subscribing!) The title of the post was “String too Short to be Saved”, telling the story […]

I recently attended Schwab’s IMPACT conference in Washington DC. IMPACT is a conference for independent advisors that custody assets at Schwab (like Windermere). The three day agenda is filled with education sessions on the markets, economy, and our practices as well as high profile keynote addresses and opportunities to connect with money managers, Schwab personnel, […]

October was certainly a trying month for investors. While we all understand that markets can move in both directions, downward moves always attract far more of our time & attention and lead to significant questions and concerns. Media outlets do their best to explain the moves, predict the future, and create as many shocking headlines […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.)Social Security – It’s an incredibly complex system that despite paying into it for our entire careers, few of us fully understand. Not to fear, we are here to help! Here are a few things to keep in […]

You’ll have to forgive this Canadian for the hockey analogy but it occurred to me lately that this famous quote from the “Great One” perfectly summarizes our approach to markets: I skate to where the puck is going to be, not to where it has been ~ Wayne Gretzky It’s so tempting as investors to […]

“Timing is everything”  This age-old saying can be applied to so many areas of our lives – including investing.  Lately, it seems like timing is on top of a lot of investors’ minds.  Questions such as:  Is it time to get out of the market?  Is it time to go all in?  Is it time […]

2018 sits in stark contrast to 2017 when it comes to many things – including investing and the markets.  After a steady climb in 2017, where almost nothing could stop the upward movement across virtually all asset classes, 2018 has been a much more challenging investment environment. Emerging markets have faced headwinds from a rising […]