In the News
David S. Waddell
April 11, 2024
In the News
David S. Waddell
April 5, 2024
In the News
Perry Green
April 2, 2024
In the News
David S. Waddell
March 21, 2024
In the News
David S. Waddell
March 20, 2024
In the News
David S. Waddell
February 28, 2024
In the News
Wall St. Journal: Tech Stock Rebound Sends Nasdaq Composite to New Record
David Waddell offers his take on the current economic environment. Read now
David S. Waddell
April 11, 2024
In the News
Daily Mail: America created 303,000 jobs in March – smashing expectations in boost to economy… but what does it mean for your 401(K)?
David Waddell talks of how markets were able to digest the high number of jobs because wages were down slightly. Read now
David S. Waddell
April 5, 2024
In the News
Forbes – Building Your A-Team: Five Advisors To Help You Reach Financial Success
Perry Green shares his tips on assembling your financial dream team. Read now
Perry Green
April 2, 2024
Weekly Insights
Pow Pow Powell!
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
David S. Waddell
March 23, 2024
In the News
The small-cap run starts in earnest now, says David Waddell
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
David S. Waddell
March 21, 2024
In the News
Guest Column: 2024 gets mean – What investors and business owners can expect this year
Read now
David S. Waddell
March 20, 2024
In the News
AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell
David Waddell discusses AI and the tech market with Brian Sullivan on Last Call. Watch now
David S. Waddell
February 28, 2024
Weekly Insights
The Noise: The Fed
The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting. Market participants (i.e., algorithms) scrutinized every word
David S. Waddell
February 4, 2024
In the News
Wall St. Journal: Tech Stock Rebound Sends Nasdaq Composite to New Record
David Waddell offers his take on the current economic environment. Read now
David S. Waddell
April 11, 2024
In the News
Daily Mail: America created 303,000 jobs in March – smashing expectations in boost to economy… but what does it mean for your 401(K)?
David Waddell talks of how markets were able to digest the high number of jobs because wages were down slightly. Read now
David S. Waddell
April 5, 2024
In the News
Forbes – Building Your A-Team: Five Advisors To Help You Reach Financial Success
Perry Green shares his tips on assembling your financial dream team. Read now
Perry Green
April 2, 2024
Weekly Insights
Pow Pow Powell!
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
David S. Waddell
March 23, 2024
In the News
The small-cap run starts in earnest now, says David Waddell
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
David S. Waddell
March 21, 2024
In the News
Guest Column: 2024 gets mean – What investors and business owners can expect this year
Read now
David S. Waddell
March 20, 2024
In the News
AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell
David Waddell discusses AI and the tech market with Brian Sullivan on Last Call. Watch now
David S. Waddell
February 28, 2024
Weekly Insights
The Noise: The Fed
The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting. Market participants (i.e., algorithms) scrutinized every word
David S. Waddell
February 4, 2024
