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Q2 2023
In our 2022 year-end letter we referenced a Buddy Holly...
Q1 2023
After a difficult 2022, both stocks and bonds got off...
2022 End of Year Letter
Each year on the last day of trading, the traders on...
First Quarter of 2022
The first quarter of 2022 was uniquely challenging...
4th Quarter of 2021
If you follow U.S. financial media, you might be surprised...
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2020 Year End Review
Financial Times 2020 Top 300
Third Quarter Update
Featured Content
Q2 2023
In our 2022 year-end letter we referenced a Buddy Holly song (Wait Till The Sun Shines Nellie) and its message – look to the future, it’s...
Read More
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...
Read More
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...
Read More
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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4th Quarter of 2021
If you follow U.S. financial media, you might be surprised to know that financial markets turned in somewhat mixed results in 2021. U.S....
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About Us
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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(585) 232-6200
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