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Welcome to the WINDERMERE blog

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The concept of leverage has been in the news as of late (in a few different capacities) and a client asked what exactly it means. Let’s take a look at what it is, why extreme caution is advised, and why its proliferation is a risk to markets. Leverage has multiple definitions but in the financial […]

Client Question: Leverage

October 23, 2025

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Exchange Traded Funds (ETFs) have exploded in popularity over the past decade. These investment funds hold a collection of assets (cash, stocks, bonds, commodities, etc) and are commonly designed to track the performance of a certain index or sector. Unlike their predecessor in retail investing (mutual funds), ETFs can be bought and sold on a […]

Client Question: Leveraged ETFs

July 10, 2025

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