Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Apr
10
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2022 Year-End Commentary
2022 began with the Federal Reserve pivoting away from an “easy money” policy because they believed inflation was transitory, to rapidly tightening monetary policy at...
Apr
10
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Are You Confident in Your Investment Portfolio for 2023?
As we continue navigating through 2023, the importance of a well-structured investment strategy cannot be overstated. As a high-net-worth individual, you should focus on prudent...
Mar
13
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How a Comprehensive Wealth Manager Can Help You With Retirement Planning
Wealth managers can help their clients build upon their wealth in order to meet their investment objectives. Wealth managers typically work closely with their clients,...
Feb
13
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Start Financial Planning for 2023 with Waterworth Wealth Advisors
After a tumultuous 2022 in the markets, many are ready to set resolutions and rectify any losses from the market volatility last year. At Waterworth...
Dec
8
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Is the Fed’s Glass Half Empty?
Wall Street ended November ahead of where it began the month adding to October’s strong rally off the Sept. 30 lows. The Dow Jones Industrials...
Nov
14
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Peak Hawkishness, Peak Inflation, Is the Bottom In?
Major equity indexes rallied throughout October after etching lows for the year at the close of September. The divergence in index performance was significant, with...
Oct
12
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Q3 Market Commentary
Uncertainty regarding the course of inflation, interest rates, and economic growth have raised havoc in the markets. Stocks and bonds delivered a third consecutive negative...
Sep
2
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August 2022 Monthly Commentary
Powell’s Message: Curb your Enthusiasm for a Soft Landing August ushered in indications of inflation potentially peaking with housing market data decidedly slowing. However, labor...
Aug
5
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Hot Summer; Cooling Housing Market
It’s been an extremely hot summer in Texas and across the nation for that matter. I hope the heat nor air travel challenges and high...
Jul
11
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Can the Fed Engineer a Soft Landing?
Executive Summary Thus far, 2022 has been an investment bust. Stocks and bonds have sold off together—the more speculative the asset, the bigger the declines....
Jun
6
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Is Winter Coming?
This past week, a couple of high-profile CEOs issued ominous warnings about economic conditions ahead. Jamie Dimon, CEO of J.P. Morgan Chase, warned at an...
May
3
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April Market Commentary
Throughout April, Russia became mired in Ukraine, and as horrible as it is, this conflict could drag on for some time. Inflation data continued to...
