Why Windsor Wealth?

Our financial advisors understand that your family’s lifestyle, hopes and dreams are uniquely your own.

As your financial planners, we make it our priority to understand your family’s financial puzzle. We help you identify and prioritize your goals and concerns as means to maximize your investments and savings allowing you to fulfill your financial goals.

We do this through real-time planning. We plan for the long-term and act in the short-term to help limit risk and enhance your outcomes. We ask the right questions. By fully understanding you and your family, we develop your plan and investments for a wide range of market, economic and life-event circumstances.

And because we know life is ever-changing, we grow and change with you. Our goal is to be your trusted financial partner for every season of your life.

Why? Confidence. Our team does the work so you can live your life.

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With over 90 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients.

Life & Fun

September 30th, 2024

Morning Brief

Headline News: The S&P 500 futures are down 15 points and are trading 0.3% below fair value, the NASDAQ 100 futures are down 95 points and are trading 0.5% below fair value, and the Dow Jones Industrial Average futures are down 53 points and are trading 0.2% below fair value. Early indications point to a modestly lower open for the major U.S. indices, which starkly contrasts the 8.1% stimulus-driven, fear-of-missing-out rally in China’s Shanghai Composite. The latter will be closed through October 7 for the Golden Week holiday. Today’s advance followed some mixed PMI data and news that the People’s Bank of China (PBOC) told commercial banks to start lowering mortgage rates in batches. The PBOC also cut the standing lending facility rates for maturities up to one month by 20 basis points. Notably, there hasn’t been the same carryover impact globally today as there was last week in the wake of China’s stimulus moves. Asian markets were mixed, including a material 4.8% decline for Japan’s Nikkei, as investors worried about the new prime minister supporting the BOJ’s tightening campaign, and European bourses are lower across the board with an FY24 profit warning from The dip here is likely… Read More

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Market Updates

October 15th, 2024

Morning Brief

Headline News: The S&P 500 futures are up two points and are trading fractionally above fair value, the NASDAQ 100 futures are down five points and are trading fractionally below fair value, and the Dow Jones Industrial Average futures are up eight points and are trading fractionally above fair value. Moves have been limited for contracts linked to the S&P 500, NASDAQ 100, and Dow industrials. Investors are digesting earnings results from large banks, which have garnered positive responses. Oil prices are dropping after reports that Israel will not strike oil or nuclear targets in its retaliation on Iran. WTI crude oil futures are down 4.4% to $70.62/bbl. Today’s economic lineup features the October NY Fed Empire State Manufacturing index at 8:30 ET. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 closed at 5,859.85, another new all-time high, and the RSI index is also moving higher in support of the rallies. We feel the trading confirms that a new uptrend is in place. The sellers came in at 5,871.41, which will now become potential resistance, and 5,822.13 is possible support. We are currently Intermediate-term bullish and short-term bullish. John N. Lilly III CPFA Accredited Portfolio Management Advisor℠ Accredited… Read More

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Why Windsor Wealth?

Our financial advisors understand that your family’s lifestyle, hopes and dreams are uniquely your own.

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