Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

Welcome to December! We’ve officially turned the calendar to the final 31 days of the year (a month where many of our calendars are now filled with chocolate and treats!) Hopefully you all enjoyed a nice Thanksgiving with your families and are ready for the conclusion of another action packed year! A lot has happened […]

One Month to Go

November 30, 2023

read more

I subscribe to a few research services. I always value other people’s ideas and thoughts on the market and these services do a great job of challenging my thinking and presenting new perspectives. One research firm I am particularly impressed by- FS Insight – does an excellent job of simplifying the market into digestible ideas […]

Pick Your Square

June 21, 2023

read more

We took a lot of road trips when I was a child. Much to my parent’s chagrin, I would usually ask (at least a few times per trip) the age old question – “are we there yet?” I wasn’t trying to be annoying, I promise! I was simply tired of sitting still, tired of waiting […]

Are we there yet?

September 29, 2022

read more

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

read more

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

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

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

read more

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

read more

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

read more

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


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!


Your message has been sent. We'll be in touch shortly.

Thank you.

Follow us on Instagram