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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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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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View fullsize Many investors are still flying high after a very successful 2019. Returns for virtually all asset classes were above average in the year, coming off of a challenging end to 2018. Chart shows the returns by asset class for the year (click on chart to enlarge). Below are some key items we are […]

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

January 18, 2020

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2019 has not been the easiest year to be an investor. It seems we take a few steps forward, only to be forced to then take a step back. The year starts strong, only to pull back a bit in recent months. The consumer continues to show great signs of strength, only to be dampened […]

View from the Chair: Windermere’s Market Perspectives (October 2019)

October 8, 2019

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Turn on the TV, pick up your phone, or read most major newspapers as of late and you are likely to walk away with a rather unsettling feeling about investing. There is a seemingly omnipresent supply of confusing terminology (ie: yield curve inversion, recession, tariffs, trade war) and an equal supply of doomsday predictions. All […]

View from the Chair: Windermere’s Market Perspectives (September 2019)

September 5, 2019

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What is happening? August is traditionally a slow month – as we ease from summer fun back into the routineness of fall. Not this year, at least as it relates to the markets. In case you’ve tuned out business news for the past week, here is what you’ve missed: *What goes up is coming back […]

View from the Chair: Windermere’s Market Perspectives (August 2019)

August 6, 2019


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