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Welcome to the WINDERMERE blog

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I’m writing this post on May 19, 2022 as I sit in the Denver airport, on my way back home from a Schwab meeting in California. And admittedly, I’m experiencing a very strong sense of deja vu. The last time I was in the Denver airport was February 2020. I was on my way to […]

Rocky Mountains & Rocky Markets

May 20, 2022

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During a quarterly review meeting recently, a client asked why we include a schedule showing the sector weighting of their portfolio versus the sector weighting of the S&P 500. It was a great question and one I thought was worth diving into this week. First, a few definitions: S&P 500 index – this is a […]

Client Question: Sectors

May 12, 2022

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Note: Each week in this column, I’ll address a question discussed in recent client conversations. Who knows, it may just be on your mind as well This week, the topic is Growth versus Value. Recently, a client asked for some clarification on what those two terms actually mean and if we have a preference in […]

Client Question: Growth vs Value

May 5, 2022

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Every month, Rick Rieder – Managing Director and Head of Global Allocation Team for Blackrock – conducts a monthly call, where he shares pages of charts, data, and statistics that explain where markets have been and more importantly, where they are going. To help aid in understanding or perhaps to alleviate some of the confusion […]

Market Update: We’ll Surf Again

May 5, 2022

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One silver lining of 2020 is that we hear from clients far more than we used too! If there ever was a year we all need to talk financial matters out, 2020 was it! We are loving the frequent discussions, debates, and opportunities to work thru this challenging time together. We’ve heard some similar questions […]

View from the Chair: Windermere’s Market Perspectives (December 2020)

December 9, 2020

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“When the facts change, I change my mind “ This well-known quote from John Maynard Keynes is a seemingly sound piece of advice. However, when it comes to your investing journey, you have to be careful about changing your mind too quickly. When major events occur and media headlines express panic and uncertainty, our instincts […]

View from the Chair: Windermere’s Market Perspectives (February 2020)

February 6, 2020

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View fullsize Many investors are still flying high after a very successful 2019. Returns for virtually all asset classes were above average in the year, coming off of a challenging end to 2018. Chart shows the returns by asset class for the year (click on chart to enlarge). Below are some key items we are […]

View from the Chair: Windermere’s Market Perspectives (January 2020)

January 18, 2020

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What is happening? August is traditionally a slow month – as we ease from summer fun back into the routineness of fall. Not this year, at least as it relates to the markets. In case you’ve tuned out business news for the past week, here is what you’ve missed: *What goes up is coming back […]

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

August 6, 2019

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“Timing is everything”  This age-old saying can be applied to so many areas of our lives – including investing.  Lately, it seems like timing is on top of a lot of investors’ minds.  Questions such as:  Is it time to get out of the market?  Is it time to go all in?  Is it time […]

View from the Chair: Windermere’s Market Perspectives (September 2018)

September 5, 2018

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Remember Tug of War?  Something tells me you may have played on the playground or at a family reunion.  Split into two groups (ideally of equal strength), pick up your respective ends of the same rope, and pull as hard as you can.  Eventually, one group prevails – whether it be due to momentarily greater […]

View from the Chair: Windermere’s Market Perspectives (July 2018)

July 3, 2018

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