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Whitney & Company - Invesment Management & Wealth Planning

Planning

CARES ACT 2020
Whitney Planning Note – CARES ACT 2020 Last Friday congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act...
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A Perfect Time For Planning
Today’s environment has created a perfect time to organize your finances with after work or school activities limited. If you are suffering...
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Planning Primer - SECURE ACT 2020
It is likely that most of you reading this have already read, or at least heard about, the Setting Every Community Up for Retirement. Enhancement...
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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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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

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