Why Windsor Wealth?

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

June 14th, 2024

Morning Brief

Headline News: The S&P 500 futures are down 28 points and are trading 0.5% below fair value, the NASDAQ 100 futures are down 58 points and are trading 0.3% below fair value, and the Dow Jones Industrial Average futures are down 291 points and are trading 0.7% below fair value. Early trading has a negative bias driven by ongoing consolidation efforts. The political uncertainty surrounding the French election, which sent European indices lower today, has contributed to the downside bias this morning. Treasury yields are slightly lower in a flight-to-safety bid related to political uncertainty. The 10-year note yield is down four basis points to 4.20%, and the 2-year note yield is down one basis point to 4.68%. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 closed at another new all-time high at 5,433.74 and also outside the upper Bollinger Band. The RSI index also closed in the overbought zone, so we feel the S&P 500 could see a pullback soon. If so, the potential resistance at 5,375.81 should hold if tested today. However, the selling could end quickly after the 10-year treasury moved through another support level and closed at a yield of 4.25%. We are currently… Read More

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Market Updates

July 22nd, 2024

Morning Brief

Headline News: The S&P 500 futures are up 35 points and are trading 0.6% above fair value, the NASDAQ 100 futures are up 190 points and are trading 1.0% above fair value, and the Dow Jones Industrial Average futures are up 50 points and are trading 0.2% above fair value. Early trading has a positive bias, supported by pre-open gains in mega-cap and semiconductor stocks. President Biden announced his exit from the 2024 presidential race in an X post, adding that he endorses VP Kamala Harris, who will seek the Democratic nomination. The response from the equity and bond markets has been muted so far. The 10-yr note yield is down two basis points to 4.22%, and the 2-yr note yield is up one basis point to 4.52%. There is no US economic data of note today. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 sold off for the third day while moving below the 20-day moving average to close at 5,505.00. However, the selling was not intense as the volume came in at only 2,637,592,832 shares traded, and the down volume was only 60%. So, there is a chance for a snapback rally today. So far… Read More

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