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Welcome to the WINDERMERE blog

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Despite my sincere hope we would be talking about something else in 2025, inflation was back in focus this week. And after a volatile start to 2025, markets viewed the inflation data as a reason to “smile.” Let’s take a look at what these reports told us – and what they may mean for markets […]

Inflation Information

January 16, 2025

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Happy new year! I hope that you had a wonderful holiday season and are excited for the year ahead. 2024 was an exceptional year for markets and investors. As you review your year-end statements, you should undoubtedly be pleased with the progress you have made towards your longer-run financial goals. The broader US equity market […]

Welcome 2025

January 9, 2025

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