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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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Cash is king – and sometimes, you need access to cash unexpectedly. In a client’s case last week, they found themselves with a great real estate opportunity that involved purchasing a new home in advance of selling their current home. They needed access to cash for a very short period of time (less than a […]

Client Question: Cash Liquidity

October 17, 2024

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While there has been talk of interest rate cuts for virtually all of 2024, it seems as though we may be fast approaching that prediction becoming a reality. This has clients rightfully asking what actions they should take regarding cash liquidity in the coming months. Let’s take a look The challenge facings my clients, and […]

Client Question: Cash Actions

August 20, 2024

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There was a time a few years ago when money market funds were an afterthought. With interest rates near zero, there was little to no need to consider investing in a money market fund (as you earned the same (almost zero) interest rate just staying put in cash). Times have changed and as of present […]

Client Question: Money Market Funds & Liquidity

September 13, 2023

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