Latest blog

Previous posts

Weekly Insights
Matt Gentzkow

Charts of the Month: Vol. 1

Chart #1: ‘The January Effect’   Many in the industry use technical analysis, which is a term for the evaluation of the trend in price and

Read More »
Weekly Insights
Matt Gentzkow

The “Golden Age of America”

We are one week into Trump’s second Presidency, and we can finally begin to separate the wheat from the chaff in terms of the administration’s

Read More »
a 90's computer sitting on a desk, showing a financial line chart
Weekly Insights
Matt Gentzkow

A Cycle Comparison

US markets have kicked off 2025 mostly without a clear sense of direction, however the calendar year isn’t necessarily what’s most important during market and

Read More »
Quarterly Insights
Phyllis R. Scruggs

AA- It’s Not What You Think!

Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you

Read More »
Blog
David S. Waddell

2025 Hasn’t Started Yet

The Full Story: The Trump “bump” for the stock market began as betting markets started pricing in Don’s victory. Between early August and late November,

Read More »
Blog
Matt Gentzkow

Hindsight

Happy New Year from all of us at Waddell & Associates. For readers affected by the tragic events that occurred last week across the US,

Read More »

Stay up to date with the W&A Weekly Email