Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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Here we are, nearing the end of Q1 2023. If you simply looked at market returns, you would think it was a pretty decent quarter. During the first three months of the year (with one trading day to go), equity markets have risen around 5%, interest rates have fallen slightly (giving a boost to bond […]

In Defense of Optimism

March 30, 2023

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Prior to forming Windermere in 2010, I worked in public accounting. For those not familiar with the industry/career track, it is a very challenging environment. It is a professional services industry, so the client’s timelines and demands rule the day. There is a known pathway to each promotion so performance on every job/task matters. Virtually […]

Sage Advice from a Former Boss

June 10, 2022

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View fullsize Market pullbacks.  We certainly didn’t miss them when they were seemingly on vacation in 2017 –  a year in which the S&P 500 rose 19% and did so with only 8 days of +/- 1% moves and a maximum intra-year drawdown of 3%.   January 2018 seemed to indicate that we were in for another […]

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

February 5, 2018


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