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Welcome to the WINDERMERE blog

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As I watched the recent inflation release on Tuesday (and the subsequent jarring market decline), a common phrase kept coming into my mind over and over – “change is hard.” How many times have I said or heard that saying in my lifetime? At least a few hundred – maybe more. Why do I always […]

Change is hard

September 14, 2022

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When my nephews visited last November, we visited a local playground. They are two very curious and active boys (ages 6 and 3 at the time) so naturally, we had to explore and try out every piece of equipment and toy in the park. They eagerly climbed on one side of the teeter totter together […]

Teeter Totter Market

July 6, 2022

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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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If you turn on any news channel or read any news publication these days, odds are you will hear at least one or more financial term that immediately raises your blood pressure. Words such as correction, bear market, and recession are definitely front and center. A client recently asked what these terms mean – and […]

Client question: Bears, corrections, recessions, oh my!

May 26, 2022

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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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Calm and perspective – two things we could all use some more of these days Recently, after a wild day in the markets, I decided to pull up two pictures, just to add some perspective Return of the S&P 500 from January 1, 2022 to May 11, 2022 Return of the S&P 500 from January […]

Breathe In, Zoom Out

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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“Are we there yet?” When I was a kid, within about 20 minutes of any road trip, I would inevitably shout this question from the back of the station wagon. As we enter our sixth month of “life since COVID-19,” I’d venture to guess we are all asking ourselves this question in many areas of […]

View from the Chair: Windermere Market Perspectives (September 2020)

September 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 the facts change, I change my mind “ This well-known quote from John Maynard Keynes is a seemingly sound piece of advice. However, when it comes to your investing journey, you have to be careful about changing your mind too quickly. When major events occur and media headlines express panic and uncertainty, our instincts […]

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

February 6, 2020

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