Inflation is the top issue on investors and consumers’ minds these days. I thought it would be worth taking a closer look at the latest reading – and how future readings may play out. If you’ve read any news headline over the past 48 hours, you already know that June’s inflation reading (as measured by […]

When my nephews visited last November, we visited a local playground. They are two very curious and active boys (ages 6 and 3 at the time) so naturally, we had to explore and try out every piece of equipment and toy in the park. They eagerly climbed on one side of the teeter totter together […]

I’m writing this post on June 30, 2022 as stocks are set to end the first half of 2022 with the worst first-half performance since 1970. Think about that – the worst six month start to an investing year in 52 years. Geez, that’s longer than I’ve been alive! Add in high prices in many […]

I have to admit that I unfortunately didn’t know much about this holiday. As we marked its first official occurrence as a federal holiday this past Monday, I did some reading and research to educate myself and I thought learning more about the day and the new holiday may be of interest to you as […]

Just as I was putting the finishing touches on a different Pam to Paper column (I’ll come back to that one another week), I received an email from a Mutual Fund Company we work with, Calamos Investments. In addition to having a proven track record as a money manager, they also produce some very informative […]

It’s severe weather season in Wisconsin. Earlier this week, we had a major thunderstorm roll through in the late afternoon. The storm clouds encompassed the sky, blocked out all the light, caused quite a bit of worry, and left some damage in their wake (fortunately, most areas weren’t as hard hit as had been anticipated). […]

Prior to forming Windermere in 2010, I worked in public accounting. For those not familiar with the industry/career track, it is a very challenging environment. It is a professional services industry, so the client’s timelines and demands rule the day. There is a known pathway to each promotion so performance on every job/task matters. Virtually […]

On Memorial Day, I rose with the sun and took a walk thru Elm Grove Park and the surrounding neighborhoods. It is my favorite time of day to walk – when the world hasn’t quite woken up and everything is beautifully still. Sometimes I listen to the sounds of nature as I walk, but on […]

Early last week, I participated in an Advisory Board meeting for our primary custodian, Charles Schwab & Co., Inc. (more on that meeting and key takeaways here). The meeting was held at the stunning Terranea Resort in Southern California. Prior to this trip, other than a few COVID road trips, I hadn’t taken a true […]

Quick editors note: The weekly “Pam to Paper” post is where I share with you what has been on my heart and mind during the past week (where I quite literally put Pam to paper). Oftentimes, these posts will have some reference and applicability to investments and markets. That is, after all, why most of […]