The first quarter of 2025 saw a stark contrast to Q4 2024, with large-cap U.S. growth stocks (LC growth) falling over 8%, while diversified portfolios outperformed. International stocks and bonds …
The MWA Report Spring 2025
The MWA Report Spring 2025
Spring is a season of renewal, and this year that message feels especially fitting. We’ve seen trade tensions roil stocks and had the sting of market losses test our patience. Yet just as the earth …
4th Quarter 2024
4th Quarter 2024
As we gear up for 2025, many of the major themes that drove the market higher last year remain in place. The economy is expanding, and corporate profits are expected to remain on an upward trajectory. …
The MWA Report Winter 2025
The MWA Report Winter 2025
Welcome to the Winter Edition of our client newsletter. This season is a time for planning, celebrating progress, and ensuring your financial strategies remain aligned with your goals.In this edition, …
The MWA Report Fall 2024
The MWA Report Fall 2024
Welcome to our Fall edition of our client newsletter! As the leaves begin tochange and the year starts winding down, we're excited to share the latestupdates, insights and stories from our team.In …
3rd Quarter 2024
3rd Quarter 2024
We are happy to report that stocks continued their strong momentum from the 2nd quarter and bonds joined the party as well. With interest rates dropping, bonds rallied. While large cap growth U.S. …
