Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

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

read more

“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

read more

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

read more

Predictability and consistency.  Who among us doesn’t thrive under such conditions?  Most of us like things we can count on.  We enjoy feeling as if we are in control of what comes next.  We don’t like unexpected surprises (good or bad).   2017 was such an environment for investors.  A welcome calm passage in the investing […]

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

March 8, 2018


Not sure what step to take next?  No problem -send us a message using this form and we'll be in touch soon to figure it out - together

Reach out

Hope to hear from or see you soon. In the meantime, travel on!


Your message has been sent. We'll be in touch shortly.

Thank you.

Follow us on Instagram