After a slow holiday week, markets have resumed normal operating speed this week and thankfully, the momentum has been positive. The upward moves are largely due to signs of disinflation. The two inflation reports for June released this week did their part to reassure investors that it remains possible the US can attain a soft […]

Stay the course. How many times have I given that message to clients (and myself), both in these weekly posts and in general conversation? Thousands of times I am sure! And a large majority of those have come in the past three years as all investors have been thru a lifetime’s worth of challenges. Truth […]

Here we are again – another month, another set of inflation readings. April’s reports were both very encouraging. The Consumer Price Index (CPI) report for April was released this week, and it showed clear progress in the ongoing battle against inflation. CPI rose 0.4% in April and 4.9% year over year – both 0.1% lower […]

Two major economic reports have been released in the past week for March – labor report and inflation report (as measured by the Consumer Price Index (CPI)). Let’s review the headlines of these economic news releases and explore what these reports may mean for markets moving forward. Labor Market Report Markets may have been closed […]

The Federal Reserve found itself facing a considerable dilemma this week at the Federal Open Market Committee meeting that took place Wednesday March 22, 2023. How would they balance the tension between their ongoing battle against inflation and the threats posed by the recent instability in the banking system? Up until a few weeks ago, […]

We all know the fairy tale of the wandering girl who stumbles into the home of three bears and tastes the bowls of porridge trying to find one that is the perfect temperature. This “too hot, too cold, just right” parable has been told to countless children over the generations and has also served as […]

I’m writing this on another grey and gloomy January day in Wisconsin. Perhaps that is why I chose this title. Or perhaps it is because today’s inflation report may finally be giving markets, investors, and this ever-optimistic financial advisor a glimmer of hope that we are approaching lighter and brighter investing days ahead. December CPI […]

Years ago when Windermere was just starting out, my dad and I met with an owner of a successful investment advisory firm in Boston. He was sharing his perspective on a variety of things along with best practices for building out a large-scale advisory firm. Many of him comments and lessons have escaped my consciousness […]

As we turned the calendar to November this week, there were a lot of things to look forward to – final two months of 2022, Thanksgiving around the corner, the few remaining nice days of fall weather (at least for us Midwesterners), and of course – the second to last meeting of 2022 for the […]

Inflation seems to come up in every client conversation these days – rightfully so!  This week it was an extra hot topic with Thursday’s latest CPI release for September 2022.  Let’s cover some of the highlights What do I need to know about September’s inflation report? The September Consumer Price Index (CPI – or “CP-High” […]