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Welcome to the WINDERMERE blog

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A client reached out last week in an attempt to understand the mechanics of a recent trade. He had sold a combination of securities (a money market fund and a few ETFs) to free up cash in his after-tax account to pay for a recent purchase. The day after he placed the sale order/trade, he […]

Client Question: Trade versus Settlement Date

October 5, 2023

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There was a time a few years ago when money market funds were an afterthought. With interest rates near zero, there was little to no need to consider investing in a money market fund (as you earned the same (almost zero) interest rate just staying put in cash). Times have changed and as of present […]

Client Question: Money Market Funds & Liquidity

September 13, 2023

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A client recently reached out asking whether or not I thought she should invest in shares of an Initial Public Offering (“IPO”). While these events are talked about in the news and grab the headlines, there are many facets of them that are not widely explained. Let’s take a closer look at IPOs – what […]

Client Question: Initial Public Offering

August 30, 2023

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For the past two weeks, I’ve addressed client questions related to two popular equity market indexes – the NASDAQ and the Dow Jones Industrial Average. While no none asked me specifically about the seemingly most popular equity index, I couldn’t leave this series of questions without addressing it. So let’s take a closer look at […]

Client Question: S&P 500 Index

August 2, 2023

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Last week, a client asked about the NASDAQ 100 and its rebalance. This week, I was talking to a client about the Dow Jones Industrial Average (DJIA). This long-standing market index just posted its best winning streak since the 1980s, posting 13 straight days of positive closes (it fell short of 14 straight days by […]

Client Question: Dow Jones Industrial Average

July 27, 2023

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The news media has been discussing a relatively rare occurrence this week – a special rebalance of a key market index. A client asked me why it’s happening and what it may mean for markets and individual companies. Let’s take a look What is the NASDAQ 100? The NASDAQ 100 is a common equity market […]

Client Question: NASDAQ 100 Rebalance

July 20, 2023

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I’d imagine whatever professional field you are in, you have a certain vernacular that has become second nature to you. So much so that you don’t even realize when you’re using terms that those outside your profession may not immediately understand. This is certainly true for me and the terminology that accompanies a career in […]

Client Question: What do birds have to do with the Federal Reserve?

June 15, 2023

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***** Most clients know how much I respect Warren Buffett and Charlie Munger, so it goes without saying that I tuned into the annual meeting this past weekend. A client asked what I thought of the meeting and after that brief discussion, I thought it was worth summarizing five top lessons I gathered (with a […]

Client Questions: Learnings from Warren & Charlie

May 11, 2023

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Interest rates have never been such a hot topic of conversation! It seems you can’t turn on the news or talk to your friends lately without someone bringing up interest rates (did you see what you can earn on cash? look at how much mortgage rates have gone up! should I just buy the 2-year […]

Client Question: Yield Curve

March 2, 2023

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Activist investors have been in the business news in recent months, as they have staked claims in household names such as Disney and Salesforce. A client recently asked what exactly makes an investor an activist investor and what I thought about their role and resulting impact on the companies they target. Let’s dive in! What […]

Client Question: Activist Investors

February 9, 2023

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