Stocks and bonds remained resilient in the 4th quarter, overcoming concerns about the U.S. job market and AI (artificial intelligence) spending to add a few percentage points to the strong overall …
Blog
The MWA Report Winter 2026
Welcome to the Winter Edition of our newsletter. This season is a time for planning, taking stock of progress, and ensuring your financial strategies remain aligned with your long-term goals. As I …
3rd Quarter 2025
After a volatile first half of the year, markets settled into a more measured pace in the third quarter. Investors weighed slower economic growth against encouraging signs from the Federal Reserve and …
The MWA Report Fall 2025
Welcome to our fall newsletter! As the season changes and 2025 begins to wind down, it's a natual time to pause, reflect, and realign with your financial goals. In this edition, you'll find out …
2nd Quarter 2025
We started the quarter with President Trump announcing sweeping tariffs that sparked havoc in the markets. Then we shifted to the One Big Beautiful Bill Act, which grants a permanent extension of the …
The MWA Report Summer 2025
Welcome to our summer newsletter! As we soak up the sunshine and longer days, we are excited to share a few updates and insights we believe you'll find valuable for your financial journey. In …
