Newsletter Winter 2018

Are you recession ready?

Seventy five percent of private sector economists recently polled by the Wall Street Journal expect the US economy to recess within the next two years.

Download PDF

Newsletter Summer 2018

The Neglected Part of Your Net Worth.

Traditional asset managers only really impact 20% of a client’s balance sheet. This leaves 80% unattended.

Download PDF

Newsletter Winter 2016-2017

Awakening Animal sports.

When confidence plummets,markets freeze and recessions occur. When confidence re-emerges, markets thaw and expansion resumes.

Download PDF

Fall 2016

Battle Planning for the Now Normal.

W&A began managing client assets in 1986. At that time, the most advanced technologies available to household investors were the television and the telephone. The money management industry was in its infancy and investors held stocks for years on average versus minutes today.

Download PDF

Newsletter Winter 2016

How to Maintain Your Mental Health in these Crazy Markets

After a period of relative calm, market volatility has returned with a vengeance.

Download PDF

Newsletter Summer 2015

The New China

China’s prosperity has stoked envy and attracted imitators across Asia. The bugling affluence of the Chinese cannot be ignored.

Download PDF

Newsletter Spring 2015

The Chinese Cache Out

As wealth in China increases and restrictions recede, the Chinese have begun venturing out with their newfound capital and carry-ons.

Download PDF