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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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2025 Q2 Letter

Financial market volatility was a key theme throughout the second quarter of 2025. BetweenApril 2nd and April 8th, U.S. stocks, as measured by the S&P

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2025 Q1 Letter

After two very good years for investors, financial markets began to experience elevatedvolatility in the first quarter of 2025. U.S. stocks, which have led global

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