WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

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

read more

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

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.

Follow us on Instagram

@windermerewealth