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Welcome to the WINDERMERE blog

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Happy new year! I trust that you had a great holiday season and are ready for a wonderful year ahead. The calendar turned to a new year only a few days ago and already the markets and business media are off and running with their 2024 predictions. Countless money managers and economists are filing the […]

Welcome 2024!

January 4, 2024

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A client reached out this week, expressing concerns about the decline in her portfolio. As I started to provide my rationale for staying the course and how markets go thru cycles, etc. , she said “thanks, I just need the hang in there pep talk once in a while.” Don’t we all? It has been […]

Go Ahead, Take the Next Step

October 20, 2022

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A silver lining of recent interest rate increases is the ability to earn some level of interest on cash balances. When reviewing the various options with a client recently, she asked what exactly a money market fund was and whether there were any risks associated with this investment vehicle. Let’s take a closer look at […]

Client Question: Money Market Funds

September 14, 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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