Trade Alerts!
W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our
Meet the New Fed Head
Fifteen months of speculation have now ended. Donald Trump has nominated Kevin Warsh as the 17th Chairman of the Federal Reserve. Warsh has pedigree credentials
Place Your Bets!
Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over
Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
Trade Alerts!
W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our
Meet the New Fed Head
Fifteen months of speculation have now ended. Donald Trump has nominated Kevin Warsh as the 17th Chairman of the Federal Reserve. Warsh has pedigree credentials
Place Your Bets!
Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over
Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock