Welcome to our Spring Edition of our client newsletter. As the seasons change,it’s the perfect time to rejuvenate your financial plans for long-term stability.In this issue, you’ll read about how …
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1st Quarter 2024
It was a strong quarter for stocks and a relatively flat one for bonds. According to Bloomberg, stocks (defined by the S&P 500) had their best first quarter in 5 years. Profits rose 3.1% from a …
4th Quarter 2023
What a difference a year makes. At the start of 2023, market pessimism was widespread, investors braced for a recession, and many expected another down year in stocks. Instead, the economy proved …
The MWA Report Winter 2024
Welcome to the Winter Edition of our client newsletter. In this issue, discoverfive key insights to investing in the new year, why the strength of the US dollarmatters and potential newfound money in …
The MWA Report Fall 2023
As the leaves turn to vibrant shades of red and orange, we’re excited towelcome in Fall. The journalist and author, Jim Bishop, wrote: “Autumn carriesmore gold in its pocket than all other seasons”. …
3rd Quarter 2023
After a strong first half of the year, there were not many places to hide in the third quarter. As the Green Day song goes, many investors wanted to tell their investment advisers to “wake me up when …