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. …
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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 …
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 …
