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Welcome to the WINDERMERE blog

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Before diving into today’s post, let’s all take a collective breath together. This week (well, let’s be honest – this year) has been a lot to navigate for investors. But let’s not lose sight of the fact that we’re all still here, much of what’s good remains, and we have no better option but to […]

Now What?

April 3, 2025

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Have you been feeling a bit down and more negative than usual? If this months Consumer Confidence Index reading is a reliable indicator, you are certainly not alone. The US Conference Board’s monthly Consumer Confidence Index for March (which measures “consumer attitudes, buying intentions, vacation plans, and consumer expectations for inflation, stock prices, and interest […]

Crisis of Confidence

March 27, 2025

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Markets have been presenting quite a few mixed emotions these days. This up and down dynamic made for another interesting week. Let’s look at what happened. Sentiment Shift Confirmed We’ve been writing about the fast (and steep) sentiment shift in recent weeks. More data was revealed this week to confirm how quickly investors have turned […]

Mixed Emotions

March 20, 2025

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My dad has been teaching me about investing since I was a teenager. Once of his all-time favorite mantras is “some days are better than others.” That phrase has been playing on repeat in my mind for the past two weeks as markets have taken investors on a wild (and painful) roller coaster ride. That […]

Some Days are Better than Others

March 13, 2025

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Well, this has been quite the week. It never ceases to amaze me how equities always seem take the stairs up and the elevator down, meaning they seem to fall at a FAR more rapid pace than they rise. As is always the case, when markets fall, the media is fast to latch on to […]

Growth Scare

March 6, 2025

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If you’ve been reading my column for a while, you will know one of my favorite mantras during times of market volatility (like what we’ve been experiencing this past week) is “breathe in and zoom out.” Trust me – it helps to shift your perspective, which is exactly what we all need to do in […]

Zoom Out & Change Your Perspective

February 27, 2025

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One of my favorite things to do is listen to a podcast while taking a long walk outside. It helps me clear my mind, relax my body, and learn new ideas. This week, I took a walk (albeit a cold one!) and listened to a wide ranging conversation between two of my favorite thought leaders, […]

Overcome Outcome Obsession

February 20, 2025

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Markets and investors received two reports this week, providing insights regarding the state of inflation in January. Both reports show that inflation remains in tact and is proving harder to squash than many had hoped. Consumer Prices The first report highlighted consumer prices (Consumer Price Index). The consumer price index rose 0.5% in January and […]

Some (Don’t) Like it Hot

February 13, 2025

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January always seems like a long and winding road (ie: month), doesn’t it? I’m not sure if it’s the post-holiday contrast, the lack of daylight, the harshness of winter, the 31 days, or a combination of all of those factors but somehow, the month always seems to move a bit slower than others. However, this […]

Phew. What a Start to 2025

February 6, 2025

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Please note – I am traveling this week so the article below was written in advance. I know there have been many market moving events this week. I will cover those (and more) next Friday. In the meantime, enjoy this post and stay well. During a recent interview, JP Morgan Chase CEO Jamie Dimon was […]

Rolling the Dice

January 24, 2025

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