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Wednesday, May 29, 2024

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Wednesday, April 17, 2024

You’ve heard the expression, “A rising tide lifts all boats.” The same can be true for the financial markets. “A market rally creates wealth (and may help manage debt, too).” As you can see in the first chart, U.S. households have...

Monday, April 15, 2024

This week, I've seen more than a few outlets covering gold's increase in value. Although it's true that the commodity recently reached a record high, it's essential to understand what factors are driving the most recent rally that...

Friday, April 12, 2024

As a rule, I avoid drawing attention to market anomalies unless I believe there’s a good investing lesson for everyone. The unusual price action in the cocoa market is giving me that opportunity. So today’s lesson is, “hindsight is...

Wednesday, April 10, 2024

Can you imagine winning $1.13 billion (before taxes)? If you've seen the headlines, you know this isn't a hypothetical for one lucky resident of New Jersey.1 I have no doubt the winner will feel like (over) a billion bucks if they...

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Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Friday, March 29, 2024

When you see hypothetical examples of stock market performance, the illustrations often use average annual returns of between 8% and 10%. But how often does the stock market return between 8% and 10%? Only four times in the past 76...

Wednesday, March 27, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Wednesday, March 20, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Friday, March 15, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

Wednesday, March 13, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Friday, March 8, 2024

On financial websites, you may read, "First-quarter corporate reports were better than expected.” And that’s true. So far, 73% of Standard & Poor’s 500 companies have reported actual Q4 earnings per share above...

Wednesday, March 6, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Wednesday, February 28, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...

Wednesday, February 28, 2024

Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?” As you may recall,...

Tuesday, February 27, 2024

America is emerging from winter, and many will be ready for sun and fun. Spring Break is an important date in the nation’s leisure calendar: Morning Consult says that 30% of Americans had springtime travel plans last year,...

Wednesday, February 21, 2024

Sir John Templeton once said, "The four most expensive words in investing are: ‘This time it’s different."1 And normally, I would agree. But it seems like the phrase, "This time it’s different," may actually apply to...

Wednesday, February 21, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Monday, February 19, 2024

Over the last week or so, I've seen multiple headlines celebrating a new child tax credit— just one part of a larger $78 billion tax package recently passed by the House of Representatives.1 Undoubtedly, this could be great news...

Monday, February 19, 2024

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Friday, February 16, 2024

Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a "must" that transcends generations. However, recent data shows that Gen Z and Millennial couples are forging their...

Wednesday, February 14, 2024

This Valentine’s Day, take time out of your day-to-day routine and spend time with your significant other. Rekindle the flames of romance  — and fall in love all over again. Whether you enjoy a delicious meal together...

Tuesday, February 13, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Friday, February 9, 2024

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Thursday, February 8, 2024

As the much-anticipated Super Bowl LVIII draws nearer, I thought sharing some fascinating details about the big event that will have us all on the edge of our seats would be interesting. Let's huddle up and review the stats that make...

Wednesday, February 7, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Tuesday, February 6, 2024

The Securities and Exchange Commission (SEC) in early January made it easier to own Bitcoin, putting a smile on some faces but causing furrowed eyebrows on others.1 Mainstream investors have long wanted a way to buy and sell Bitcoin...

Monday, February 5, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Friday, February 2, 2024

As Valentine's Day approaches and Spring draws ever nearer, I thought it might be fun to look at the financial side of February 14. Shockingly, the day many consider the most romantic is also a sweet boost to our nation's economy....

Thursday, February 1, 2024

By almost any measure, 2023 was a terrific year for stock prices. The Standard & Poor’s 500 index finished up 24%, closing out the year with a nine-week winning streak.1 But throughout January, the naysayers were out in force...

Friday, January 26, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Thursday, January 25, 2024

The general enrollment period for Medicare goes from January 1st to March 31st. If you haven’t decided yet, your time is running out for the year. It may not be immediately clear what this specific enrollment period is for, as...

Wednesday, January 24, 2024

By almost any measure, 2023 was a terrific year for stock prices. The Standard & Poor’s 500 index finished up 24%, closing out the year with a nine-week winning streak.1 But throughout January, the naysayers were out in force...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Wednesday, January 17, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Tuesday, January 16, 2024

Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself. Sure, it can be difficult to...

Friday, January 12, 2024

Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider disability insurance – the coverage that can help us maintain our...

Thursday, January 11, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Thursday, January 4, 2024

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Thursday, January 4, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Wednesday, January 3, 2024

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...

Tuesday, January 2, 2024

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Saturday, December 30, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Friday, December 29, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849,...

Thursday, December 28, 2023

We’ve all been there. You’re scrolling through your phone, computer, or tablet, and a notification pops up. “Update Me!” While that isn’t the exact wording, the meaning is the same. Something wants to be...

Friday, December 22, 2023

The Senate and the House have returned to work but are unlikely to get much done before the Christmas break— which means January is going to be busy. To recap, Congress passed a short-term budget package before the Thanksgiving...

Thursday, December 21, 2023

Anyone with an interest in financial happenings may have noticed more than a few mentions of “gold" in the news. Sure, some view it as a key asset to hold during periods of market volatility, but that doesn't quite explain the...

Wednesday, December 20, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Monday, December 18, 2023

In economics, there are lead indicators and lag indicators. But often, the coincident indicators–stats that show the current state of the U.S. economy–tell the best stories. The Conference Board reports that a record-high...

Friday, December 15, 2023

Season's Greetings! With the holidays nearly here, I recently checked that my gifting was squared away. Luckily, I didn't forget anyone (this year), but as I reviewed my list (and checked it twice), it made me curious how others...

Thursday, December 14, 2023

Life insurance helps protect the wealth that you have established for you and your legacy. Some of the benefits of life insurance, presented in the Forbes article linked below, are financial security for your heirs, payments of...

Wednesday, December 6, 2023

I've seen the "Boomerang Generation" in more than a few headlines lately. These young adults return, or "boomerang," to their parents' homes as they attempt to navigate the property market. The key culprit is mortgage rates nearing...

Friday, December 1, 2023

Finding the right investment allocation can be difficult and will vary based on individual preferences such as risk tolerance, time horizon, and tailored investment goals. Rebalancing an investment portfolio ensures that the portfolio...

Monday, November 20, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Thursday, November 16, 2023

Timing when to claim social security benefits is a personal decision and a number of considerations should be taken into account such as family circumstances, spousal social security decisions, and personal economic...

Thursday, November 2, 2023

The Federal Reserve is our country's central bank and its four main roles are to watch the economy, supervise and regulate financial institutions, maintain the stability of the financial system, and provide financial services to banks...

Friday, October 20, 2023

Thank you to everyone who attended, and made possible, our Virtual Sake Tasting & Capital Market Update! For those who didn't make it to our sake tasting, below you will find guides & resources to reference along your personal sake journey.

Thursday, October 19, 2023

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they...

Friday, October 6, 2023

Welcome to the latest Windsor Private Wealth Capital Market update with , Jonathan Lonske, co-founder & managing partner. The purpose of these updates is to provide our take and related actions on critically important capital market topics.

Thursday, October 5, 2023

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Thursday, October 5, 2023

“Breaking News! Stock and bond prices plummet on inflation concerns and skyrocketing interest rates!”   You’ll be forgiven for confusing the headlines from this week with the identical headlines from exactly a...

Thursday, September 21, 2023

Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...

Thursday, September 7, 2023

You’ve worked long and hard to nurture your retirement accounts. But when is the right time to start benefiting from your hard-earned savings? Because IRAs and 401(k)s offer tax benefits, the IRS permits you to leave your money...

Thursday, August 24, 2023

Asset Allocation involves diversification in order to manage overall risk of an investment portfolio. Often, an investor divides his or her investments among different assets, such a stock, bonds, and cash. Their are two important...

Thursday, August 10, 2023

On Wednesday July 22nd of 2023, the Windsor team drove up the coast to New Hampshire for a firm retreat. Jonathan was so kind to host the team at his lake home for one day and one night which comprised of many shared laughs and good...

Tuesday, August 8, 2023

To read more regarding Why is August a volatile month? One simple reason: many people are on vacation. And when people are out of the office, the financial markets often see less trading, which can cause big price swings following news...

Monday, July 3, 2023

Meet Oscar & Henry

Saturday, May 20, 2023

Track My Race on May 21st - Ironman for Ironkids 2023 I’m on my way! Wish me luck, as I compete in the Aix-en-Provence Ironman to raise much needed funds to renovate aNurtury learning center outdoor play space.

Friday, April 28, 2023

Ironman for Ironkids 2023: We all know how important it is for kids to be able to get outside, breath fresh air, and move their bodies. We are committed to seeing this playground brought back to life. We will match every dollar pledged!

Wednesday, April 12, 2023

PAWS CHICAGO - Animal Magnetism, A Spring Celebration for People and Their Pets

Friday, April 7, 2023

For almost 20 years I have been involved with Nurtury Early Education, a child care agency that has been transforming child care and narrowing the achievement gap between children from low-income families and their middle-class peers...

Monday, March 13, 2023

Silicon Valley Bank (SVB) failed and was shut down Friday, the first major bank to do so since the 2008 financial crisis. This has raised fears that other banks will also fail, which could put bank...

Friday, February 24, 2023

Wednesday, February 15, 2023

Happy Days are here again!  After spending the entirety of 2022 in a downward spiral of negative returns in every major asset class driven by 40 year high inflation, the Federal Reserve Bank’s “shock and awe”...

Friday, January 13, 2023

We are introducing a new series allowing us to have a closer look on each member of the Windsor Private Wealth Team - their hobbies, interests, and what makes them who they are. Today we meet Mary Flanigan!

Friday, December 23, 2022

I just wanted to extend my deepest gratitude to everyone who sponsored my efforts to raise funds for the much-needed Nurtury playground. To my great relief, I was able to complete the Mallorca Ironman in 2021, and please believe...

Tuesday, December 13, 2022

Meet Dora!  Meet the Team Series: Dora Chin Dora Chin is a Wealth Management Associate at Windsor Private Wealth. For over 35 years, Dora has had the responsibility of managing high net worth clients, trading and...

Monday, November 21, 2022

We are introducing a new series allowing us to have a closer look on each member of the Windsor Private Wealth Team - their hobbies, interests, and what makes them who they are. Today we meet Santo Dimino!

Friday, November 11, 2022

We are introducing a new series allowing us to have a closer look on each member of the Windsor Private Wealth Team - their hobbies, interests, and what makes them who they are. Today we meet Juli Rahill!

Thursday, November 10, 2022

Welcome to Capital Market Update, courtesy of Windsor Private Wealth. Today I'll be covering United States Treasury bills, otherwise known as T-bills. Recently this asset class has been what I would consider to be somewhat exciting.

Wednesday, November 9, 2022

My stated purpose in sending Capital Market Outlook emails like this one is simple: to either address the questions/topics everyone is asking & talking about, or bring to everyone’s attention topics everyone should be aware of...

Friday, November 4, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...

Friday, November 4, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Thursday, October 20, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Thursday, October 20, 2022

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...

Thursday, October 13, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Thursday, October 6, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Thursday, September 29, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Friday, September 23, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Wednesday, September 14, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Wednesday, September 7, 2022

Important Details on Student Loan Relief - Student loan forgiveness has passed, but there are a number of details still being sorted out.

Tuesday, August 23, 2022

A quick update to my July 15th “Raging Bull” update email (you can find “Raging Bull” and my other Capital Market Updates here https://www.windsorprivatewealth.com/blog   if you would like a...

Tuesday, August 23, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Tuesday, August 2, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Thursday, July 28, 2022

Death and taxes are inevitable, right? Well, if you have heard about the qualified small business stock (QSBS) exclusion, you might think differently. But do you know how to take advantage of this tax saving opportunity?QSBS allows...

Tuesday, July 26, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Friday, July 15, 2022

The media has a history of endlessly repeating the same story again and again until the next hot topic comes along, and now is no exception.  If there is a media outlet, magazine, or periodical out there that hasn’t...