Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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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

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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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August 15, 2019 If you were anywhere near financial news yesterday, you likely heard the term yield curve inversion more than a few times and observed a sharp equity sell-off.  We thought it was worth explaining what that term actually means – and why it may matter for investors What are bonds again? The global […]

Yield Curve Inversion – What is it and what it means

August 15, 2019


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