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Planning & Economy

College is how much now?!?!

Back in 2018 I published a newsletter about college costs.  The link is below: https://windsorwealth.management/college-tuition-expenses-what-would-you-do/ When I originally published this newsletter, I was asking myself the question whether I should steer my young daughter at the time to an in-state public, private or out-of-state.  If the costs were expensive then, wait until you see the… Read More

How Much Further?

Now the question we are getting is: when will this bear market end? Some pundits have suggested that the following events may act as the catalysts that mark the end of the downdraft: The mid-terms, when Republicans take a majority in Congress, when the Federal Reserve stops raising rates and inflation subsides, after we experience our next recession, and so on.

  Lower Taxable Income in Retirement   Taxes happen to be one of the largest expenses in retirement, and taxes can increase once you start to take your required minimum distribution (RMD) at age 72.  As most of you know, you have the option to distribute your RMD or up to $100,000 to qualified charities… Read More


Are Annuities Good for Me?? The answer is annuities are good for very specific needs and can be great for those who need them and not great for those who don’t.  In this newsletter I want to explain what types of annuities there are and the typical needs that are common among these annuity owners. … Read More

Bad to Worse

  It seems that way at the moment, doesn’t it? There’s a war in Europe. Each headline appears worse than the one before, and as this trend intensifies, bad on bad, fear on fear, the adaptive forces of humanity take charge – let’s make lemonade. Elon is buying Twitter. Ha…. Mr. Buffett’s Berkshire Hathaway Inc. bought insurer Alleghany Corp.… Read More

Morning Brief

Headline News: Wall Street is set to open sharply lower after Goldman Sachs (GS) missed expectations for Q4 earnings and was trading down 4% in pre-market trading. Also, Treasury yields marched higher as the 2-year yield moved above 1% for the first time since February 2020, and the 10-year note moved to 1.83%, its highest… Read More


Recently I spoke with a fine lady ill with the bug-of-our time. The conversation, texting, concluded with a comment about living in strange times. If only stock prices weren’t so high…. If only we could go back to normal…. If only I had…. If only…. Often, things are not as we wish them to be.… Read More

Big December 2020

Everything about this year seems BIG. A pandemic. Big swings in equity markets: Down 35% from intraday high (February 19th  to the low, March 23rd ), up 70% from that low to yesterday’s (December 17th) high, HUZZAH…. Big intellects, Big money, Big pharma and Big government intersect to  provide us not one, but two vaccines… Read More

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