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Welcome to the WINDERMERE blog

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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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Let’s talk about budgeting! I started working with a young couple and we are working together to put a savings approach in place – determining how much of their net earnings each month can/should be allocated to the various savings/investment buckets (cash reserves, IRAs, employer plans, after-tax investments, education funds, etc). The place to start […]

Client Question: How do I set (and track) my budget?

June 24, 2022

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This week’s question is a popular one – with an equally unpopular answer. Question: What do you mean by emergency savings and how much should I keep in that account? Answers: It depends I know, I know. “It depends” can be a very frustrating answer and it is one that I find applies to many […]

Client Question: Emergency Savings

May 20, 2022


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