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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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Hope you had a nice holiday weekend! If you’re like me, you may be shocked at how quickly this shortened week flew by! Market participants likely feel the same way as it was a relatively light week in terms of market-moving news and economic data releases. I thought we’d take advantage of that break and […]

Challenge of N+1

May 30, 2024

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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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