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Welcome to the WINDERMERE blog

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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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It’s no surprise that the upcoming election is at the top of client’s minds in recent meetings. This week, a client asked what impact various parties being in control has had on market returns over the years. Let’s take a closer look. The following chart (from Ned Davis Research) shows the performance of the Dow […]

Client Question: Impact of Politics on Returns

April 18, 2024

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Two key inflation reports were released for March this week – the Consumer Price Index (CPI) and the Producer Price Index (PPI). Let’s look at these reports and then discuss a question that may be on your mind – why is the market reacting so much to these data points? The CPI for March 2024 […]

What is it all about?

April 11, 2024

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In talking with a client this week, I learned that he has not completed his estate planning as I have been recommending for a while now. He recently got married and is expecting a child, so the establishment of these documents is more important than ever. He certainly appreciates and understands the importance of this […]

Client Question: Before Formal Estate Planning

April 11, 2024

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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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While most of America was focused on setting their NCAA brackets earlier this week, market watchers were placing “bets” of their own on the Federal Reserve and the path of interest rates. As was widely expected, on Wednesday the Federal Reserve once again left rates unchanged (leaving the Federal Funds rate range at 5.25-5.5%). They […]

Rate Expectations Met

March 21, 2024

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In talking with a client this week, the subject of property and casualty insurance came up and I mentioned umbrella policies. She had not heard the term before. This is an important type of insurance to have in place as you age and your earnings and net worth increases. Let’s cover the highlights below but […]

Client Question: Umbrella Policy

March 21, 2024

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There is something about the month of March as major market events tend to occur during the third month of the year. There are three major market events that are celebrating anniversaries this month – do you know what they are? Here they are – starting with the most recent in 2023 and going all […]

Happy Anniversary (x3)

March 14, 2024

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Don’t look now – the 2023 tax filing due date (without extension) is only a month away. As the date approaches, you may have questions on certain tax-related matters (there a lot of things to keep track of!) As a result, I thought I’d cover a question I received from a client this past week […]

Client Question: IRA Funding Deadlines

March 14, 2024

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