Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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I’m writing this on another grey and gloomy January day in Wisconsin. Perhaps that is why I chose this title. Or perhaps it is because today’s inflation report may finally be giving markets, investors, and this ever-optimistic financial advisor a glimmer of hope that we are approaching lighter and brighter investing days ahead. December CPI […]

Ray of Light?

January 12, 2023

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If you were watching the news media over the holidays, you undoubtedly saw many images of airports as the Southwest flight cancellation was extensively covered for quite few days. As I observed the repeated images of passengers waiting in airport boarding gates it occurred to me that there have been a lot of parallels between […]

Waiting for Take off

January 5, 2023

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2022 has been quite the year investing-wise. There will be no shortage of articles written about what has occurred – and what is likely to come next. This week alone, I’ve been on five webcasts and read over twenty articles. If you are seeking this type of content, may I suggest this article written by […]

Four Questions

December 15, 2022

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Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

Making a List, Checking it Twice

December 8, 2022

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Welcome back to our regularly scheduled programming! I hope you had a wonderful Thanksgiving (if you missed the recap of my one-word challenge, you can find it here) It’s been a relatively calm week for markets and the world. Jerome Powell (US Fed Chair) seemingly soothed markets on Wednesday with a speech and former FTX […]

December Found Us Again

December 1, 2022

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“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. […]

What are you thankful for?

November 22, 2022

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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 […]

Crypto Fallout

November 17, 2022

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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 […]

Happiness Equation

November 10, 2022

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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 […]

Churchill and the Federal Reserve

November 3, 2022

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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 […]

Two questions to answer

October 27, 2022


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