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Welcome to the WINDERMERE blog

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August 15, 2019 If you were anywhere near financial news yesterday, you likely heard the term yield curve inversion more than a few times and observed a sharp equity sell-off.  We thought it was worth explaining what that term actually means – and why it may matter for investors What are bonds again? The global […]

Yield Curve Inversion – What is it and what it means

August 15, 2019

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I recently attended Schwab’s IMPACT conference in Washington DC. IMPACT is a conference for independent advisors that custody assets at Schwab (like Windermere). The three day agenda is filled with education sessions on the markets, economy, and our practices as well as high profile keynote addresses and opportunities to connect with money managers, Schwab personnel, […]

Schwab’s IMPACT Conference: Top Five Takeaways

November 5, 2018

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Summer has finally arrived.  There is a seemingly endless list of things to do and places to be – leaving even less time than usual to focus on your money and the markets.  What key items should you be paying attention to?  We suggest keeping your “eye on the TIGER” – Trade, Interest rates, Growth, […]

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

June 12, 2018


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