News impacting your financial well being.


Windermere's Market Perspectives

A quarterly update from Winderere featuring key happening in the markets and the world around us 

Happy Birthday Windermere!

Windermere is celebrating its ninth birthday this month!  We are forever grateful for your support & friendship and look forward to seeing what the future holds.  Invest on, friends!

Our Outlook

Seeking perfection when it comes to investing?  You may be playing a never-ending game.  Read more in our latest blog 

Top of Mind

There is no shortage of headlines related to finances, investing, and human behavior.  Visit our blog to read the three things we are currently keeping top of mind

Windermere News

As mentioned in a past issue, Pam is excited to be co-chairing ACTS Housing's annual fundraiser (The Longest Neighborhood Table) on August 1st.  Registration is now open - save your seat today as this event is sure to sell out!

Interesting Insights

If you missed our recent article on the common behavioral finance phenomenon of anchoring, you can check it out here.  Give it a read and find out how you can pull up those anchors!

Reading List

Learn to spot a trend, invest like Warren, and de-clutter your house in this quarter's reading list 
  • Non-Obvious 2019 by Rohit Bhargava - I saw Rohit speak at a conference last fall and was intrigued by his annual book series focused on predicting the trends that will impact our lives and business in the upcoming year and beyond.  A very insightful and interesting read! 
  • The Snowball: Warren Buffett and the Business of Life:  In anticipation of the Berkshire Hathaway annual meeting in May, I'm bringing back an oldie but a goodie.  A great read (or audio-book listen) on Buffett's timeless advice regarding investing and life
  • Outer Order Inner Calm by Gretchen Rubin -   Spring is a perfect time to clean and get organized.  This new & quick read from Gretchen Rubin outlines dozens of management steps to create a more orderly environment 
Parting words

"If we had no winter, the spring would not be so pleasant; if we did not sometimes taste of adversity, prosperity would not be so welcome"

~ Anna Bradstreet
The views expressed in this document, and the description of data supporting these views, are those of Windermere Wealth Advisors, LLC. The information herein is as of the date indicated and is subject to change without notice.

Windermere makes no representation with respect to the accuracy or completeness of this information and is under no obligation to update such information in the future.

The materials contained herein do not constitute an offer to sell or a solicitation of an offer to buy a security and are for general information only. These materials are not intended to provide specific investment advice or recommendations for a recipient.

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Windermere Wealth Advisors, LLC · 13435 Watertown Plank Road · Suite 6 · Elm Grove, WI 53122 · USA

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