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Whitney & Company - Invesment Management & Wealth Planning

Querterly Updates

Q4 2023
After a difficult 2022, financial markets staged a big recovery in 2023 with much of that recovery coming during a strong, risk-on rally...
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Q3 2023
After a strong first half of the year, all major equity markets experienced losses in the third quarter. U.S. stocks, as measured by the...
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Q1 2023
After a difficult 2022, both stocks and bonds got off to a strong start in the new year. Softer-than-expected data on inflation in January...
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2022 End of Year Letter
Each year on the last day of trading, the traders on the floor of the New York Stock Exchange close out the year by singing the song Wait...
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First Quarter of 2022
The first quarter of 2022 was uniquely challenging as most major asset classes turned in negative returns, and asset classes that have...
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Whitney & Company helps every client realize their aspirations so that they can live their best life. The firm is here to make clients’ lives easier by taking the emotion and worry out of their finances.

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Q4 2023

After a difficult 2022, financial markets staged a big recovery in 2023 with much of that recovery coming during a strong, risk-on rally in the

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