WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

There has been no shortage of words to describe the market environment as of late: “worst one day percentage decline, largest single day move, recessionary indicator, trade war, interest rate fears” – and the list goes on and on. Going forward from here, we believe only one word matters – CHOICE Investing has always been […]

View from the Chair: Windermere’s Market Perspectives (January 2019)

January 11, 2019

read more

You’ll have to forgive this Canadian for the hockey analogy but it occurred to me lately that this famous quote from the “Great One” perfectly summarizes our approach to markets: I skate to where the puck is going to be, not to where it has been ~ Wayne Gretzky It’s so tempting as investors to […]

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

October 8, 2018

read more

“Timing is everything”  This age-old saying can be applied to so many areas of our lives – including investing.  Lately, it seems like timing is on top of a lot of investors’ minds.  Questions such as:  Is it time to get out of the market?  Is it time to go all in?  Is it time […]

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

September 5, 2018

read more

2018 sits in stark contrast to 2017 when it comes to many things – including investing and the markets.  After a steady climb in 2017, where almost nothing could stop the upward movement across virtually all asset classes, 2018 has been a much more challenging investment environment. Emerging markets have faced headwinds from a rising […]

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

August 2, 2018

read more

Attend the Berkshire Annual meeting and you’ll quickly realize it’s a bit like drinking from a fire hose.  There is an astounding amount of content covered during this event and every word spoken carries an immense amount of meaning and content.  Summarizing six hours worth of wisdom is no easy task but here’s my best […]

Berkshire Hathaway Annual Meeting: Top 5 Takeaways

May 9, 2018

read more

What is something worth?  That’s a simple question without a simple answer.  You could argue that something is worth the value stated on the price tag, or the price the purchaser is willing to pay and a seller is willing to accept, or even the quantitative price plus an implied value for the associated qualitative […]

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

April 4, 2018

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.