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 17th, 2024

Morning Brief

Headline News: The S&P 500 futures are up 24 points and are trading 0.4% above fair value, the NASDAQ 100 futures are up 170 points and are trading 0.8% above fair value, and the Dow Jones Industrial Average futures are up 30 points and are trading 0.1% above fair value. There’s a positive bias in early trading as investors digest another slate of earnings news. A large semiconductor name shows a big pre-open gain after better-than-expected earnings and guidance. Other semiconductor-related names trade higher in front of the open in sympathy. This morning’s calendar features an ECB policy announcement at 8:15 ET and September Retail Sales data for the US at 8:30 ET. Weekly jobless claims are also released at 8:30 ET. The 10-year yield is up one basis point to 4.03%, and the 2-year yield is up one basis point to 3.95%. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 closed higher at 5,842.47 after testing the support level at 5,804.34, and the RSI index also increased. So, it appears the S&P 500 has formed a new trading range of 5,804.34- 5,871.41. However, the S&P 500 futures are higher by .40% this morning, which could see the… 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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