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
Championship Investing: What Indiana Football Teaches About Market Success
The Indiana Hoosiers are national champions… in football. Yes, that Indiana. If I woke up with my head sewn to the carpet, I wouldn’t be
Earnings Accelerator
As fourth quarter earnings season gets underway, investor attention is again split between earnings expectations and reported realities. Earnings estimates for 2026 point to another
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
Estate Plans and Global Markets: Protecting Your Legacy Across Borders
Because when your wealth goes international, your legacy protection strategy should, too. The Bottom Line: The Full Story: You have a vacation home on the
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
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
Championship Investing: What Indiana Football Teaches About Market Success
The Indiana Hoosiers are national champions… in football. Yes, that Indiana. If I woke up with my head sewn to the carpet, I wouldn’t be
Earnings Accelerator
As fourth quarter earnings season gets underway, investor attention is again split between earnings expectations and reported realities. Earnings estimates for 2026 point to another
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
Estate Plans and Global Markets: Protecting Your Legacy Across Borders
Because when your wealth goes international, your legacy protection strategy should, too. The Bottom Line: The Full Story: You have a vacation home on the
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