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,
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.
Our Services
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.
Your goals are yours and yours alone. That’s a truth we bring to every relationship.
News And Education
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
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
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