Instead of a client question this week, I wanted to share some of the beautiful sentiments clients and friends of Windermere have shared in the wake of my Dad’s passing. My mom, sister, and I are so blessed to have your support and grace during this time. I also am so glad he followed his […]

It’s with a very heavy heart that I share the news of my father Ken Evason’s passing. He died last week, just a few days shy of June 12th, which would have been his 77th birthday. He was on his farm in Canada, surrounded by the land and the animals he loved. My dad (pictured […]

If you haven’t looked at US equity markets recently, you may be surprised when you do. The S&P 500 is up a staggering 16.3% in the quarter and 11.3% on the year. A client asked this week what sectors have been leading to the market’s stunning recovery from its lows earlier this year. As a […]

If you’ve been listening to financial news the past few weeks, you’ve undoubtedly heard about a slate of upcoming initial public offerings (known as “IPOs”). Given the popularity of the businesses at the center of these offerings – SpaceX, Anthropic, and OpenAI to name a few – it’s no wonder that IPOs are the talk […]

Market participants received an update on inflation this week as the April 2026 reports were issued on both the consumer and wholesale pricing. Both reports showed signs of lingering inflationary pressures – potentially putting the US Federal Reserve – and the US consumer – in a sticky situation. Consumer Inflation On Tuesday, the Consumer Price […]

If you’re wondering how markets are hitting all time highs (with an ever-increasing list of headwinds – ongoing conflict in the Middle East, high oil prices, inflationary pressures from said oil prices, and decreasing odds of rate cuts to name a few), you are not alone. What’s driving this remarkable rise? Always remember – equity […]

April’s US Federal Reserve rate decision and subsequent press conference were rather interesting – for reasons that had nothing to do with interest rates. Rate Decision As had been widely anticipated, in the face of a wobbling job market and renewed inflation fears due to the Middle East conflict, the Fed kept rates steady at […]

After months (years?) of President Trump voicing his desires for a new Chairman of the Federal Reserve to take over for Jerome Powell, he’s about to get his wish. Fed Chair nominee Kevin Warsh attended Senate Confirmation hearings this week in Washington. Warsh spoke of many planned changes in terms of the Central Bank’s recent […]

If you stopped checking your investment portfolio in March (after seemingly constant down days), it’s safe to log back in and take a look. Just today, major US equity indexes hit new all-time highs intraday, erasing the losses experienced just weeks ago. Equity investors seem comfortable looking past the ongoing/yet to be resolved conflict in […]

Fears mounted heading into the long Easter weekend as President Trump placed an ultimatum on Iran that would have had dire humanitarian and global consequences if acted upon. At the last minute, a ceasefire was announced Tuesday night and markets sharply rebounded Wednesday, making up almost all of the declines since the conflict began. (Ironically […]