WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

While meeting with a client this week, we were discussing cash balances and potential uses. One topic that came up was the pre-payment on debt instrument (in her case, a mortgage). Let’s take a closer look at things to consider when evaluating debt prepayment Basics of Consumer Debt Debt serves a useful purpose for many […]

Client Question: Debt Pre-payment

May 30, 2024

read more

Two key inflation reports were released for March this week – the Consumer Price Index (CPI) and the Producer Price Index (PPI). Let’s look at these reports and then discuss a question that may be on your mind – why is the market reacting so much to these data points? The CPI for March 2024 […]

What is it all about?

April 11, 2024

read more

On February 29th (happy leap day!), the Federal Reserve’s preferred inflation measure – Personal Consumption Expenditures (known as Core PCE) was released for the month of January 2024. (Note: Core PCE excludes food and energy, which can be very volatile.) Core PCE increased 0.4% for the month and 2.8% year-over-year, exactly in line with expectations […]

Inflation Didn’t Leap

February 29, 2024

read more

A few weeks ago, a client told me that the movie “Dumb Money” was now available on Netflix. I watched the movie this past weekend, which portrays the still shocking events surrounding the surge of Game Stop stock in early 2021. The movie (while a bit crass and dramatic – it is a movie after […]

Meme Stock Movie – 3 Takeaways

February 8, 2024

SUBMIT FORM

Not sure what step to take next?  No problem -send us a message using this form and we'll be in touch soon to figure it out - together

Reach out

Hope to hear from or see you soon. In the meantime, travel on!

FOLLOW ON INSTAGRAM

Your message has been sent. We'll be in touch shortly.

Thank you.

Follow us on Instagram

@windermerewealth