Q2 2024
Global equity markets posted another quarter of solid gains and added to a dramatic 18-month performance rebound. A continued rally in the stock prices of
There’s a moment when things click. Your face lights up. Someone gets you. Understands your dreams—and what keeps you up at night. That’s the difference at Whitney & Company. As a Registered Investment Advisor, we’re here to listen to you and put you first, free from the obligations of any investment brand or fund family. The only family that matters here is yours. Our seasoned team of CFPs®, CFAs®, CPAs, and MBAs can help you with every financial consideration, from retirement planning to tax time, all tailored to your life.
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News And Education
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,
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 led
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