Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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Happy 2023! I realize we are only a few days into the new year. Perhaps you’re still writing/saying 2022, taking down holiday decorations, working on your new year’s resolutions, or struggling getting back into your routine after a nice vacation. All of those are understandable – go easy on yourself! However, if you are all […]

Client Question – Start of Year Considerations

January 5, 2023

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I make it a habit to follow and consume a variety of voices concerning investing and personal finance. I believe there is always something to be learned – both from those we agree with and those we may not be fully aligned with at all times. Earlier this week, I saw a post from an […]

Spend Less AND Spend More (?)

August 25, 2022

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If you’ve read the wildly popular book Atomic Habits, you may already be familiar with the work of its author, James Clear. James publishes a weekly newsletter called 3-2-1, in which he shares 3 ideas, 2 quotes, and 1 question to consider. (It’s a must read for me – feel free to subscribe here and […]

Spend Wisely

July 21, 2022


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