“Let’s go around the table and have everyone share a word capturing what they are most thankful for”  This gratitude check-in has always been a Thanksgiving Day tradition in the Evason household. It’s a really nice way to kick off the dinner and focus in on gratitude and thanks. This year, my word is reunion. […]

Something tells me you are already familiar with the sudden collapse of crypto exchange FTX and the related fallout. It has certainly received its fair share of media attention. How could it not, when a $32 billion company seemingly vaporizes overnight? I’ll leave the summary of what happened, how it happened, and what is likely […]

Years ago when Windermere was just starting out, my dad and I met with an owner of a successful investment advisory firm in Boston. He was sharing his perspective on a variety of things along with best practices for building out a large-scale advisory firm. Many of him comments and lessons have escaped my consciousness […]

As we turned the calendar to November this week, there were a lot of things to look forward to – final two months of 2022, Thanksgiving around the corner, the few remaining nice days of fall weather (at least for us Midwesterners), and of course – the second to last meeting of 2022 for the […]

I don’t know about you, but think we could all use a little break from the markets. The next few weeks will be action packed – with inflation readings and a Federal Reserve meeting and the midterm elections. So this week, I thought we’d instead do a little exercise together. One that may help you […]

A client reached out this week, expressing concerns about the decline in her portfolio. As I started to provide my rationale for staying the course and how markets go thru cycles, etc. , she said “thanks, I just need the hang in there pep talk once in a while.” Don’t we all? It has been […]

Congratulations, you’ve survived another week as an investor in 2022! A week where we have seen positive and minus +2% moves in equity markets within the same day. Is anyone else just a bit tired of this?! Much of this week’s excitement centered around – you guessed it – inflation. You can read more on […]

Inflation seems to come up in every client conversation these days – rightfully so!  This week it was an extra hot topic with Thursday’s latest CPI release for September 2022.  Let’s cover some of the highlights What do I need to know about September’s inflation report? The September Consumer Price Index (CPI – or “CP-High” […]

No, this isn’t a sing-along to the classic 80’s song but rather a question that I’m sure many investors (perhaps yourself included) find themselves asking after another rough quarter. Markets had a tumultuous end to Q3, as rates rose and equities sold off (read more about that dynamic in this week’s client question). In combination […]

We took a lot of road trips when I was a child. Much to my parent’s chagrin, I would usually ask (at least a few times per trip) the age old question – “are we there yet?” I wasn’t trying to be annoying, I promise! I was simply tired of sitting still, tired of waiting […]