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Welcome to the WINDERMERE blog

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I’m writing this post on May 19, 2022 as I sit in the Denver airport, on my way back home from a Schwab meeting in California. And admittedly, I’m experiencing a very strong sense of deja vu. The last time I was in the Denver airport was February 2020. I was on my way to […]

Rocky Mountains & Rocky Markets

May 20, 2022

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Earlier this week, I was doing my nightly Gmail inbox clean-out (yes, I strive for inbox zero and no, I can’t quite get there 😉 ). In between the ads, junk mail, and useful reminders was a hidden gem – an email newsletter from Dr. Brene Brown. If you know Brene’s work, you’ll understand that […]

The Space Between

May 12, 2022

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Every month, Rick Rieder – Managing Director and Head of Global Allocation Team for Blackrock – conducts a monthly call, where he shares pages of charts, data, and statistics that explain where markets have been and more importantly, where they are going. To help aid in understanding or perhaps to alleviate some of the confusion […]

Market Update: We’ll Surf Again

May 5, 2022

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Markets have certainly given all of us much to think about in recent months. After an astounding recovery from COVID-driven recession to a relatively calm 2021, we have been greeted with volatility, uncertainty, and very bearish sentiment as we wrapped up the first quarter of 2022. There are always uncertainties and variables in play in […]

Windermere’s Market Thoughts (April 2022)

April 12, 2022

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During 2020, I wrote frequently about the investing landscape.  I even drew a picture to illustrate what we were facing as we crossed the “Valley of Uncertainty” (you can read the blog posts from May, June, July, and September) So where is our investor now?  I was anxious to put my artistic skills to work […]

View from the Chair: Windermere’s Market Perspectives (January 2021)

February 3, 2021

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One silver lining of 2020 is that we hear from clients far more than we used too! If there ever was a year we all need to talk financial matters out, 2020 was it! We are loving the frequent discussions, debates, and opportunities to work thru this challenging time together. We’ve heard some similar questions […]

View from the Chair: Windermere’s Market Perspectives (December 2020)

December 9, 2020

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Throughout the past few months, as I think about markets and investing, I’ve had an image in my mind’s eye. It’s that of the iconic Bixby Canyon bridge in Big Sur, California . As you wind your way down the coast of California on Highway 1, this bridge spans a staggeringly deep valley that plunges […]

View from the Chair: Windermere’s Market Perspectives (May 2020)

May 7, 2020

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“When will this end?” “Has the market reached its bottom yet?” “Could asset prices go higher? “Could asset prices go lower?” “What else will the government do?” “How will the virus progress from here?” These are just a sampling of the questions I’ve been discussing with clients over the past months as the COVID-19 situation […]

View from the Chair: Windermere’s Market Perspectives (April 2020)

April 28, 2020

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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

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I’m an avid reader of all things Seth Godin, including his daily blog posts.  This recent post stuck a cord and made me think of recent market activity.  *Be sure to visit the link to the post and consider subscribing!) The title of the post was “String too Short to be Saved”, telling the story […]

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

December 4, 2018


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