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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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I talked with clients this week regarding their savings plan for the year. The question of timing came up – ie: when should they deploy cash they now have on hand into their various accounts. Let’s look at the items we discussed Roth IRAs One of the accounts my clients are able to fund in […]

Client Question: Timing of Savings

June 19, 2024

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I was listening to a webcast from one of our mutual fund managers this week, and he touched on one of my favorite mantras – time in the market matters more than timing the market. After a few weeks of market volatility and considerable micro and macro news, I thought it was worth sharing this […]

Time in vs Timing

April 18, 2024

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