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Querterly Updates

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...
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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...
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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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2nd Quarter of 2021
Financial markets followed through on recent momentum to generate strong returns for investors in the second quarter of 2021. Equity markets...
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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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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

Read More »

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