We get asked this question about every 4 years, “If [insert candidates name] is elected should we sell our stocks?” And our answer is usually the same, that we believe that the stock market doesn’t usually react to which president is elected to the white house and that the president
In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
DOWNLOAD THE PDF Spring is here and symbolizes a fresh start and new life. We hope this theme continues throughout 2023 in the market as well. Though the markets are up in 2023, it hasnât been without volatility or headlines. Between banks failing and countries moving away from the dollar,
DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful.  If you have an extra second, read Section III: Around the MWA Office for
Government Shutdown – Will My Portfolio Go Down? You may have asked your advisor this question, googled this question, or just plain wondered âwill my portfolio go down if the government shuts down?â The answer to this question is, probably not. This does not mean that you should not concern
Download the PDF Recently, I was on the 7th floor, stepped into an empty elevator that I assumed was going up. I stepped in and pushed the button for floor number 10 and watched the doors close. To my surprise, the elevator started going down! As I looked at the
Click below to see how markets across the world performed during the 3rd quarter of 2018.