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Whitney & Company - Invesment Management & Wealth Planning
In case you weren’t aware, 2024 is an election year....
After a difficult 2022, financial markets staged a...
After a strong first half of the year, all major equity...
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In our 2022 year-end letter we referenced a Buddy Holly...
Q1 2023 whitney & company report
After a difficult 2022, both stocks and bonds got off...

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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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First Quarter of 2021
After one of the most volatile years in history, financial markets began 2021 in relatively quiet fashion. Equity markets around the world...
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