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Welcome to the WINDERMERE blog

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We all know the fairy tale of the wandering girl who stumbles into the home of three bears and tastes the bowls of porridge trying to find one that is the perfect temperature. This “too hot, too cold, just right” parable has been told to countless children over the generations and has also served as […]

Even Goldilocks Would Be Confused

February 16, 2023

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A research service I subscribe to recently shared an article about decision making. If you are an investor like me than you know all too well the level of decisions you are required to make to stay sane (and invested!). A fresh perspective on decision making is always welcomed. The article discussed a recent book […]

Decisions, Decisions

February 9, 2023

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It was not all that long ago that Federal Reserve meetings would barely be covered by the media. Now they are truly the monthly headline event and Wednesday’s announcement was no exception (February 1, 2023 meeting) US Federal Reserve Chair Jay Powell took the stage and announced a widely anticipated 25 basis point rate increase, […]

February’s Main Event – Fed Decision Day

February 2, 2023

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I’ve been meeting with clients to review 2022 reports this week. During some of those discussions, I’ve been referencing a chart from a renowned investor that really captures the powerful shift in markets over the past year. The chart is from Howard Mark’s most recent quarterly memo. (Howard Marks is a legendary investor and his […]

Sea Change

January 26, 2023

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I’m in the midst of year-end reporting right now, and needless to say, reports from 2022 will not make the best seller list! It was a challenging year across virtually all asset classes. Even supposed “safe” assets such as bonds declined double-digits. After a down year, it is easy to get concerned about the investment […]

Four Factors in the Wealth Equation

January 19, 2023

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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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