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
Kathy S. Williams
February 7, 2026
Posts by Kathy S. Williams
Weekly Insights
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
Kathy S. Williams
February 7, 2026
Weekly Insights
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
Kathy S. Williams
February 1, 2026
David S. Waddell
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
Kathy S. Williams
January 10, 2026
Blog
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,
Kathy S. Williams
December 20, 2025
Blog
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
Kathy S. Williams
December 19, 2025
Blog
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
Kathy S. Williams
December 14, 2025