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Friday, September 2, 2022

This month’s Windsor Brief discusses the recent market activity for the month of August, what were the drivers of performance & what this may mean for the future. Our Financial Planning section discusses the Inflation Reduction Act which...

 

Tuesday, August 2, 2022

This month’s Windsor Brief is a timely update to the various data points the market has received in the past few days. Our Financial Planning section offers a timely discussion on the Back-to-School season and utilizing a 529 Plan to pay...

 

Friday, July 1, 2022

The second quarter of 2022 was another difficult quarter for investors. Combined with the first quarter, the first half of 2022 is going down in the history books for all the wrong reasons. With the S&P 500...

 

Thursday, June 2, 2022

This month’s Windsor Brief looks at the impact politics have on the equity markets. From a mid-term election year, to Ukraine, to the shift in fiscal policy, all these factors play a part in the market outlook. Our Financial Planning...

 

Thursday, May 5, 2022

This month’s Windsor Brief looks at the fixed income and equity market activity in April, what drove it, and where the markets could go from here. Our Financial Planning section this month discusses the benefits of tax diversification...

 

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Monday, April 4, 2022

The first quarter of 2022 proved to be one of the more challenging quarters investors have experienced in the past three years, only surpassed by the first quarter of 2020 when Covid-19 was in full effect. In addition, the volatility of the

 

Monday, March 7, 2022

This month’s WindsorBrief discusses the market action in February, current events taking place and the impacts of these events on the markets going forward. On a personal level, we want to recognize the terrible events and human suffering..

 

Wednesday, February 9, 2022

This month’s Windsor Brief looks back at the volatile start to 2022 and digests what took place. In addition, we look forward to what this may mean for the rest of the year and look at historical data for some precedent to what the future..

 

Wednesday, January 5, 2022

In this edition of the Windsor Perspective, we review the market performance for 2021. In addition, we discuss our initial thoughts on the market as we enter 2022.

 

Friday, December 3, 2021

This month’s Windsor Brief looks at the global supply chain and the issues it is facing. Inflation is being experienced in nearly every aspect of life, and the supply chain is playing a large part in its rise.

 

Friday, November 5, 2021

WindsorBrief for November 2021 Investing: Reconciliation bill, Infrastructure bill, and inflation. This month’s Windsor Brief is focused on three topical and important issues...

 

Monday, October 4, 2021

Windsor Perspective: Q4 2021 In this edition of the Windsor Perspective, we review the market performance at the close of the third quarter of 2021. In addition, we discuss current market conditions, what investors are currently...

 

Friday, September 3, 2021

WindsorBrief for September 2021 Investing: Is surging U.S. debt sustainable, or will it spin out of control?Planning: Retirement account beneficiaries - 2 planning optionsMarket Snapshot As we prepare this month’s WindsorBrief,...

 

Tuesday, August 3, 2021

In this month’s Windsor Brief, we take a look at a few of the key issues investors are currently focused on. As we enter August, the market has plenty of runway to go before closing out the year. Inflation, Covid and stimulus are three of..

 

Wednesday, July 7, 2021

Windsor Perspective: Q3 2021 - In this edition of the Windsor Perspective, we review market performance for the second quarter of 2021. In addition, we...

 

Wednesday, June 2, 2021

In this month’s Windsor Brief, given the recent market volatility we discuss the outlook for the back half of the year. Despite recent macroeconomic concerns, we believe the market still has some gas in the tank and an opportunity to...

 

Tuesday, May 11, 2021

WindsorBrief for May 2021 Renovation: Welcoming our clients back and introducing our newly renovated officeInvesting: Earnings appear strong, is inflation going to play the spoilerPlanning: Updating both short-term and long-term goals...

 

Tuesday, April 6, 2021

Windsor Perspectives: Q2 2021 In this edition of Windsor Perspectives, we discuss the continuation of last year’s strong stock market performance...

 

Friday, March 5, 2021

WindsorBrief for March 2021 Investing: Cautious optimism for continued economic recoveryPlanning: Roth IRA’s – A good addition to your retirement plan In this month’s Windsor Brief, we note ongoing signs of economic...

 

Monday, February 22, 2021

WindsorBrief for February 2021 Investing: 2021 is off to a mixed startPlanning: Saving & retirement plan contributionsMarket Snapshot This edition of the WindsorBrief reviews the start to 2021 and discusses the outlook ahead. In...

 

Monday, January 25, 2021

Windsor Perspectives: Q1 2021 As a most unusual year finally ended, we set our sights in 2021 and beyond. The last quarter of 2020 was quite a sleigh ride with investment returns rivaling anything investors have experienced during the...

 

Thursday, December 17, 2020

WindsorBrief for December 2020 Investing: Good Riddance to 2020! Good Times in 2021?Planning: Year-end financial planning deadlinesMarket Snapshot This edition of the WindsorBrief reflects upon the multiple economic shocks experienced...

 

Thursday, November 12, 2020

WindsorBrief for November 2020 Investing: The impact of presidential policy and investment opportunities Planning: Potential impact on the federal estate taxMarket Snapshot This edition of the WindsorBrief examines the impact of White...

 

Thursday, October 15, 2020

Windsor Perspectives: Q3 2020 Party Like It's 1999? The stock market continued to advance during the third quarter as a whole, despite turning downward in the quarter’s final weeks.

 

Tuesday, September 15, 2020

WindsorBrief for September 2020 Investing: The historical relationship between elections and investment performance Planning: Trump & Biden tax proposalsMarket Snapshot This edition of WindsorBrief zooms out from the current election...

 

Tuesday, July 21, 2020

After a halt in economic activity aimed at containing the spread of COVID-19 that caused first-quarter GDP to fall by 5.0%, markets rebounded sharply during the second quarter to recover some of the losses from...

 

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...

 

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...

 

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.

 

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.

 

Friday, January 25, 2019

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

 

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.

 

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...

 

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...

 

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...

 

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...