Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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I was reviewing a weekly newsletter this week (yes, I read several others beyond the Friday Five!) when this headline caught my eye. It was sourced from this recent CNBC article on what adults in the US believe they will need to retire Notice anything alarming about this summary graphic? Pretty much everything in the […]

Reality as Reassurance

July 20, 2023

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A client reached out this week, expressing concerns about the decline in her portfolio. As I started to provide my rationale for staying the course and how markets go thru cycles, etc. , she said “thanks, I just need the hang in there pep talk once in a while.” Don’t we all? It has been […]

Go Ahead, Take the Next Step

October 20, 2022

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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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I’m writing this post on June 30, 2022 as stocks are set to end the first half of 2022 with the worst first-half performance since 1970. Think about that – the worst six month start to an investing year in 52 years. Geez, that’s longer than I’ve been alive! Add in high prices in many […]


June 30, 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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On Memorial Day, I rose with the sun and took a walk thru Elm Grove Park and the surrounding neighborhoods. It is my favorite time of day to walk – when the world hasn’t quite woken up and everything is beautifully still. Sometimes I listen to the sounds of nature as I walk, but on […]

Mastering the Satisfaction Equation

June 3, 2022

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This week’s question is a popular one – with an equally unpopular answer. Question: What do you mean by emergency savings and how much should I keep in that account? Answers: It depends I know, I know. “It depends” can be a very frustrating answer and it is one that I find applies to many […]

Client Question: Emergency Savings

May 20, 2022

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Earlier this week, I was doing my nightly Gmail inbox clean-out (yes, I strive for inbox zero and no, I can’t quite get there 😉 ). In between the ads, junk mail, and useful reminders was a hidden gem – an email newsletter from Dr. Brene Brown. If you know Brene’s work, you’ll understand that […]

The Space Between

May 12, 2022

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Markets have certainly given all of us much to think about in recent months. After an astounding recovery from COVID-driven recession to a relatively calm 2021, we have been greeted with volatility, uncertainty, and very bearish sentiment as we wrapped up the first quarter of 2022. There are always uncertainties and variables in play in […]

Windermere’s Market Thoughts (April 2022)

April 12, 2022

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I’ve been participating in a personal development course called “30 Days of Excellence.” I’ve always gravitated towards opportunities to learn and improve, and the group leading this effort are individuals I want to learn from. The leader of the group is Jesse Itzler, serial entrepreneur behind Marquis Jet and Zico Coconut Water. (If you want […]

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

October 26, 2020


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