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Find useful links, a glossary of financial terms, and our latest insights

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Useful Resources

Here are some pieces we think might be useful. 
The world of finance can be big and confusing. There are so many resources all around the Internet, that it can be a bit overwhelming. Here we've compiled some resources that we think are worth checking out.
Quarter 1 2024 Commentary 
Our commentary from Quarter 1 2024.
Quarter 4 2023 Commentary 
Our commentary from Quarter 4 2023.
Quarter 3 2023 Commentary 
Our commentary from Quarter 3 2023.
Quarter 2 2023 Commentary 
Our commentary from Quarter 2 2023.
Quarter 1 2023 Commentary 
Our commentary from Quarter 1 2023.
Regional Bank Weakness 
In this piece, we recap the failures of Silicon Valley Bank and Signature Bank, provide our view on the risk that their collapse may pose to the broader financial system, and outline potential impacts on the trajectory of interest rates and markets.
Quarter 4 2022 Commentary 
Our commentary from Quarter 4 2022.
Our thoughts on the 2022 midterm elections 
In this piece, we cover the outcome of the 2022 midterm elections as well as the implications of that outcome on the policy environment in Washington, the operating environment for companies, and the landscape for investors.
Quarter 3 2022 Commentary 
Our commentary from Quarter 3 2022.
Quarter 2 2022 Commentary 
Our commentary from Quarter 2 2022.
Inflation Outlook - June 2022 
A slide deck outlining our thoughts on the inflation we've been experiencing recently.
Quarter 1 2022 Commentary 
Our commentary from Quarter 1 2022.
Quarter 4 2021 Commentary 
Our commentary from Quarter 4 2021.
Quarter 3 2021 Commentary 
Our commentary from Quarter 3 2021.
Social Security Retirement Estimator 
As a Leeward client you will receive comprehensive retirement planning, but here is a quick link to the IRS benefit estimator if you'd like to check your own.
ETF's Explained! 
Not sure what an ETF (Exchange Traded Fund) is?
Who We Are At Leeward 
A snapshot from a publication that really highlights why we do what we do here at Leeward.
Be a Fiduciary to Yourself 
What it means to be a fiduciary to yourself.
Quarter 2 2021 Commentary 
Our commentary from Quarter 2 2021.
Quarter 1 2021 Commentary 
Our commentary from Quarter 1 2021.
Unbiased, institutional-caliber investing for individuals and businesses.


Not sure what something means? 
The world of finance has a LOT of complex jargon and terminology. We've put together a quick glossary of terms to help!
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Treasury security

Securities issued by the U.S. Treasury Department and backed by the U.S. government.


An estimate of the value or worth of a company; the price investors assign to an individual stock.

Value investing

A strategy whereby investors purchase equity securities that they believe are selling below estimated true value. The investor can profit by buying these securities then selling them once they appreciate to their real value. Value companies generally pay dividends as they are a mature business that doesn’t have other, better investments for their retained earnings/cash.

Value stock

Typically an overlooked or underpriced company that is growing at slower rates.


The amount and frequency with which an investment fluctuates in value.


Annual percentage rate of return on capital. The dividend or interest paid by a company expressed as a percentage of the current price.

Yield to maturity

Concept used to determine the rate of return an investor will receive if a long-term, interest-bearing investment, such as a bond, is held to its maturity date.

YTD total return

Year-to-date return on an investment including appreciation and dividends or interest.

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At Leeward Financial Partners we are very proud of our institutional heritage working with some of the largest pension funds in the world. One of the “best practices” we continue here at Leeward is our original quarterly commentary. We work hard to keep the content as fresh and relevant as we can as market events evolve. Please let us know if you have any questions or we can be of help to you!

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