WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

2023: 26% 2024: 25% 2025: 17% – these are the annual returns in the US stock market over the past three years. Historically speaking, these returns are nothing short of exceptional. And yet, if you read or watch any news story over the past few weeks, it is a drumbeat of negativity. Don’t believe me? […]

Markets Move in Both Directions

February 5, 2026

read more

April wasn’t all that long ago but fortunately for us, we as humans tend to have very short memories. As a result, many of us have already forgotten the extreme market volatility we experienced just over six months ago. The recovery from that swoon has been remarkably quick (matter of months) and remarkably strong (S&P […]

Navigating Choppy Waters

November 20, 2025

SUBMIT FORM

Not sure what step to take next?  No problem -send us a message using this form and we'll be in touch soon to figure it out - together

Reach out

Hope to hear from or see you soon. In the meantime, travel on!

FOLLOW ON INSTAGRAM

Your message has been sent. We'll be in touch shortly.

Thank you.