Blog

When will the stock market quit going down?

Channing F. Mitzell, CFP®Co-Founder and Managing Principal37 years of service | Wednesday, March 25, 2020

A lot of us working with clients have been asked in the past week: When will the stock market quit going down? It's often said that market bottoms are “a process.” Or, nobody rings a bell at a market bottom. But there is an...

True Game Changer

Channing F. Mitzell, CFP®Co-Founder and Managing Principal37 years of service | Tuesday, March 3, 2020

During the last 30+ years, Windsor has witnessed many game changers in the way we can implement investment recommendation for our clients. In the beginning years, in order to invest in best of class money manager, we literally had to...

Health Savings Account Trifecta

Sandra R. Villiger, CFP®Senior Financial Planner31 years of service | Tuesday, June 18, 2019

Health Savings Account Trifecta Winning the trifecta in horse racing means picking the top three horses to win the race. Winning the trifecta in personal finance could mean investing in a health savings account.

Channing F. Mitzell, CFP®Co-Founder and Managing Principal36 years of service | Monday, March 4, 2019

In today's digital world, we live our lives through usernames, passwords, and several security question answers. Because of this, we could potentially leave our heirs in an awful position upon our death.

Brian Shupe, CFAManaging Principal27 years of service | Friday, January 25, 2019

The attached report shares our perspective on 2018 from an investment perspective. 2018 Year in Review

Financial Planning Before Year End 2018

Frank Esposito, CFAManaging Principal26 years of service | Thursday, December 13, 2018

We believe the best financial outcomes are achieved through coordination with your tax, legal and financial advisors. But sometimes life gets in the way. we have prepared a list of financial topics to consider before the end of the year.

Boomer Retirement: Pig in a Python?

Channing F. Mitzell, CFP®President and Managing Principal35 years of service | Monday, October 31, 2016

With some baby boomers turning 70 in 2016, there will be additional strain on Social Security, Medicare, public programs and private services. Will the US be up to the task of supporting the needs of a growing number of seniors and...

Last-Ditch College Funding Tips

Channing F. Mitzell, CFP®President and Managing Principal35 years of service | Thursday, September 15, 2016

Unfortunately, outstanding medical bills or career changes may have derailed plans for some to stash away college funds for a child’s future. In these cases, there are no easy solutions for parents but there are ways to fund a...

Graduating from Student Debt and Getting On with Life

Channing F. Mitzell, CFP®President and Managing Principal35 years of service | Monday, August 15, 2016

College debt and student financial concept as a graduation mortar board and diploma with a cast shadow as an icon for tuition loan repayment or lending and education financing with 3D illustration elements. Getting out from under...

Market Commentary – June 2016

Windsor Wealth Management Investment Committee | Wednesday, August 10, 2016

The second quarter of 2016 saw global stocks rise modestly in a volatile quarter. Above average returns in April and May were offset by losses in June due to the British vote on June 23 to leave the European Union. The U.S. economy...