WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

It’s not every day that a meeting of the US Federal Reserve Bank becomes a spectator sport. However, today (June 15, 2022), there was considerable buzz around this event. There was a countdown clock, endless commentary/predictions, and a televised press conference. Jay Powell (Chairman of the Federal Reserve) is now a well known celebrity (for […]

Fed Funds Rate – Explained

June 16, 2022

read more

It’s severe weather season in Wisconsin. Earlier this week, we had a major thunderstorm roll through in the late afternoon. The storm clouds encompassed the sky, blocked out all the light, caused quite a bit of worry, and left some damage in their wake (fortunately, most areas weren’t as hard hit as had been anticipated). […]

Focus on the Silver Linings

June 16, 2022

read more

On Memorial Day, I rose with the sun and took a walk thru Elm Grove Park and the surrounding neighborhoods. It is my favorite time of day to walk – when the world hasn’t quite woken up and everything is beautifully still. Sometimes I listen to the sounds of nature as I walk, but on […]

Mastering the Satisfaction Equation

June 3, 2022

read more

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

read more

Like many of you, I’ve had to come up with new ways to workout during the pandemic. I’ve switched from in-person spin classes to at-home rides using the Peloton app. For those of you not familiar, these rides are part workout/part media production, as the instructors take you thru ride prompts while also interspersing wisdom […]

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

November 6, 2020

read more

Each quarter, we will share three things that we are keeping Top of Mind. This quarter, we are sharing some personal finance topics and reminders 1.) Mortgage Refinance – As interest rates remain low, it is a good time to review all debt you may have (including your mortgage) and determine if refinancing would be beneficial. […]

Top of Mind (Q4 2020)

October 26, 2020

read more

“Are we there yet?” When I was a kid, within about 20 minutes of any road trip, I would inevitably shout this question from the back of the station wagon. As we enter our sixth month of “life since COVID-19,” I’d venture to guess we are all asking ourselves this question in many areas of […]

View from the Chair: Windermere Market Perspectives (September 2020)

September 9, 2020

read more

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

read more

Here we are.  Still crossing the figurative bridge (read earlier posts here and here) over a vast valley of uncertainty.  We’ve come a long way in our journey, enduring global economic shutdown, skyrocketing unemployment, considerable strife and tragic loss of human life, and seemingly never ending uncertainty about what comes next. Even though life seems […]

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

July 7, 2020

read more

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 20 for 2020 – I shared this concept with you last year as well, but I loved the concept so much I have made it an annual tradition. I was first introduced to this concept on the […]

Top of Mind (Q1 2020)

January 18, 2020

SUBMIT FORM

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!

FOLLOW ON INSTAGRAM

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

Thank you.

Follow us on Instagram

@windermerewealth