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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]

Client Question: Young Adults & Investing

June 16, 2022

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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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