As our clients will know, our primary custodian for clients’ investment accounts is Charles Schwab & Co., Inc. (“Schwab”). Schwab has a retail presence (ie: individuals open brokerage accounts and trade/manage them on their own), as well as a very meaningful Advisor Services practice (where they diligently support Registered Investment Advisors (like Windermere) as we […]

Earlier this week, I was doing my nightly Gmail inbox clean-out (yes, I strive for inbox zero and no, I can’t quite get there 😉 ). In between the ads, junk mail, and useful reminders was a hidden gem – an email newsletter from Dr. Brene Brown. If you know Brene’s work, you’ll understand that […]

Note: Each week in this column, I’ll address a question discussed in recent client conversations. Who knows, it may just be on your mind as well This week, the topic is Growth versus Value. Recently, a client asked for some clarification on what those two terms actually mean and if we have a preference in […]