As discussed in a recent article, Windermere (in its role as registered investment advisor) has chosen to use Charles Schwab & Co., Inc. (“Schwab”) as the primary custodian for its clients. A client recently asked me to clarify what the term custodian means – and how they should think about that important role versus the […]

Earlier this week, I was doing my nightly Gmail inbox clean-out (yes, I strive for inbox zero and no, I can’t quite get there 😉 ). In between the ads, junk mail, and useful reminders was a hidden gem – an email newsletter from Dr. Brene Brown. If you know Brene’s work, you’ll understand that […]

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 […]

If you are looking for a guiding light, read on! I recently re-read some market commentary from late 2019 (including my own) and it’s shocking to think of all we’ve been through in the investing world since those words were written. The world has been upended by a virus that is yet to be contained, […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Is your financial advisor independent? Your wealth journey is exceptionally important. How confident are you that your advisor is working in your best interest? Windermere is an independent Registered Investment Advisor and acts as a fiduciary in […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) What will the future bring? None of us know the answer to that question.  However, that doesn’t mean we can’t look forward and form our own best guess of what tomorrow may bring.  Many investment/market thought leaders […]