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Welcome to the WINDERMERE blog

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There was a time a few years ago when money market funds were an afterthought. With interest rates near zero, there was little to no need to consider investing in a money market fund (as you earned the same (almost zero) interest rate just staying put in cash). Times have changed and as of present […]

Client Question: Money Market Funds & Liquidity

September 13, 2023

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I was talking with a client this week about this “in between” time – the time after the mad dash of first quarter to-do’s (like tax prep and payment) and the easy-going summer months (when, let’s admit it, few of us want to focus on financial tasks!) She asked what she should be getting in […]

Client Question: Financial House Spring Cleaning

April 20, 2023

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There have been quite a few new terms floating around these days, given all the events concerning the banking industry. One of those terms is “cash sorting.” A client recently reached out to clarify what this terms means – and whether it was an activity they should undertake. Let’s take a closer look Why is […]

Client Question: Cash Sorting

March 22, 2023

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Given the events of the past week, it’s natural that people are reevaluating their own cash management strategies. Chief among the questions I heard from clients this week is whether their money is “safe” at the bank. Let’s review the basis of bank deposits and the potential guarantees of those funds. What happens to money […]

Client Question: FDIC Insurance

March 16, 2023

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Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

Making a List, Checking it Twice

December 8, 2022

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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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There has been no shortage of words to describe the market environment as of late: “worst one day percentage decline, largest single day move, recessionary indicator, trade war, interest rate fears” – and the list goes on and on. Going forward from here, we believe only one word matters – CHOICE Investing has always been […]

View from the Chair: Windermere’s Market Perspectives (January 2019)

January 11, 2019


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