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Q3 2023
After a strong first half of the year, all major equity...
Q2 2023
In our 2022 year-end letter we referenced a Buddy Holly...
Q1 2023
After a difficult 2022, both stocks and bonds got off...
2022 End of Year Letter
Each year on the last day of trading, the traders on...
First Quarter of 2022
The first quarter of 2022 was uniquely challenging...
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2020 Year End Review
Financial Times 2020 Top 300
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Third Quarter Update
In the third quarter, equity markets continued their recovery from the March lows. US. stocks as measured by the S&P 500 index were...
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Mid Year Market Updates
The first half of 2020 will go down in the books as an extraordinary time in modern history. A health pandemic has swept the globe, and...
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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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(585) 232-6200
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