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 …
Blog
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. …
2nd Quarter 2024
Stocks advanced through the 2nd quarter to post strong first-half gains. While the S&P 500 index rose 3.9%, a small group of stocks in the index delivered most of the outperformance. …
The MWA Report Summer 2024
Welcome to our summer newsletter. As we bask in the warmth of the season,we are excited to share with you an array of updates affecting your finances.In this edition, we delve into a compelling case …
The MWA Report Spring 2024
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 …
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 …
