I’ve written about life insurance in the past (you can one such post here). It’s a subject that comes up quite often with clients as it is yet another example of a financial topic that can be rather confusing and challenging to navigate on your own. This past week, I talked with two clients about […]

And just like like, we are in the final weeks of 2024. Welcome December! It’s been a monumental year on many levels and for investors, it has been a year unlike any other. As of today, the three US equity indexes (DJIA, S&P 500, and NASDAQ) sit near record highs after rising 19.4%, 29.2%, and […]

I told someone this week that the days feel more like minutes as of late – time is just going by so quickly. I am sure you can relate so it may surprise you as well to know there are just 42 days left in 2024 (as of the date this is being published). With […]

If you’ve been an investor for one month, one year, or multiple decades, you undoubtedly know that investment decisions are never made up of one single factor. Instead, it’s more reminiscent of a puzzle, with various pieces of disparate sizes coming together to formulate an image. As I look out on the final weeks of […]

After talking and thinking about the 2024 election for the past year (if not longer), it came to a swift and decisive conclusion this week (well, almost..as this is being written, the House of Representatives vote remains undecided but is trending Republican as well). In an election that split where the popular was relatively split […]

“The reports of my death are greatly exaggerated” is a famous Mark Twain quote – perhaps on the US economy would like to borrow for the time being! It was less than a year ago when there was a constant drumbeat of market commentators and financial analysts predicting an imminent recession. They believed inflation would […]

During election years, there is always considerable discussion of a potential “October surprise” – meaning a major event that happens in the month before the election that has the potential to sway the vote. If that same term were used for markets specifically, perhaps the largest October surprise for investors has been the rapid rise […]

If you have listened to business news in the past 5-10 years, you have undoubtedly heard the term Goldilocks used in more than one instance. (Loyal readers may recall that I wrote a post about her at the end of last year as well!). If you’ve missed her, don’t worry – because she’s back! Media […]

Over the course of the past week, we have received a report on both sides of the Federal Reserve’s dual mandate – the September non-farm payroll report and the September Consumer Price Index Report. Let’s take a look at these reports and what they likely indicate regarding the Fed’s future path Jobs Aplenty Last Friday, […]

Welcome to October and the final quarter of 2024! As I’ve mentioned in prior posts, Windermere subscribes to research from an independent research firm called Fundstrat. This week, their founder Tom Lee shared his outlook for the remainder of the year. He framed it as a showdown between potential headwinds (ie: things that could slow […]