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
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,
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,
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
Insights from NYC: Trump’s Tariff Strategy, Market Trends, and 2025 Investment Outlook
Periodically, I spend time in New York meeting with investment managers, channel partners, and media outlets. While I enjoy Zoom meetings and telephone calls, conversations
W&A Thanksgiving Turkey Leg Award!
Thanksgiving week is upon us, and with it comes a uniquely American opportunity to pause, reflect, and appreciate all that we have.
Investors: Use Historical Context for Increased Comfort
While politics may be polarizing, investors must dispassionately adapt to all environmental shifts. On Tuesday of last week, the United States voted to overhaul our
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
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,
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,
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
Insights from NYC: Trump’s Tariff Strategy, Market Trends, and 2025 Investment Outlook
Periodically, I spend time in New York meeting with investment managers, channel partners, and media outlets. While I enjoy Zoom meetings and telephone calls, conversations
W&A Thanksgiving Turkey Leg Award!
Thanksgiving week is upon us, and with it comes a uniquely American opportunity to pause, reflect, and appreciate all that we have.
Investors: Use Historical Context for Increased Comfort
While politics may be polarizing, investors must dispassionately adapt to all environmental shifts. On Tuesday of last week, the United States voted to overhaul our
