Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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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 […]

Client Question: Role of a Custodian

June 2, 2022

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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 […]

The Space Between

May 12, 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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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, […]

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

August 17, 2020

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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 […]

Top of Mind (Q3 2019)

July 17, 2019

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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 […]

Top of Mind (Q4 2017)

January 11, 2018


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