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Welcome to the WINDERMERE blog

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Another investing week is behind us and a long weekend is in front of us! There was no shortage of market-moving news this week as Moody’s downgraded the US, interest rates marched steadily higher, and the budget/tax bill was passed in the House and moved on to the Senate. However, as we enter the long […]

Filtering Priorities

May 22, 2025

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I’m not sure there has been a time in my investing career where I have felt as compelled to use roller coaster imagery as the past six weeks! Somehow, it seems the most accurate depiction of what investors have been experiencing as of late. Fortunately, for the last several weeks – and most notably the […]

Wild Ride

May 15, 2025

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As the old adage goes, “April showers bring May flowers.” For investors, it sure felt like it was storming/raining most of the month of April – so let’s hope some sunnier/happier times lie ahead for us in May and beyond Let’s take a look at a few key events from the stormy month of April […]

Who Else is Ready for “May Flowers?”

May 1, 2025

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If you are a bit (or a lot) confused by the daily news flow and the corresponding market movements, rest assure – you are not alone. There is really a seemingly endless stream of conflicting information coming at us each day (if not each hour). There are statements made, statements retracted, statements made by someone […]

Head Spinning? You’re Not Alone

April 24, 2025

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As the famous quote by Vladimir Lenin says, “there are decades where nothing happens; and there are weeks when decades happen.” This has sure been one of those weeks and has reminded me of being on a less than enjoyable roller coaster ride. If you haven’t been keeping up with the news flow and market […]

Wild Ride in Markets this Week

April 10, 2025

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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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