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Welcome to the WINDERMERE blog

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Welcome to April and Q2 2024. Let’s look back at the past two weeks and catch-up on things! Strong Start to the Year Let’s not dive into the second quarter without first revisiting how exceptional the past three months have been for investors. The S&P 500 (a popular index for the US equity market) rose […]

Catching Up

April 4, 2024

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If there was ever a risk of me forgetting tax day, I have a feeling it would be mitigated by the numerous client questions I inevitably receive in the few weeks leading up to the important date! I thought I’d cover a few of them here as tax day approaches. When do you think I’ll […]

Client Question: Taxing Times

April 3, 2024

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