We have had a number of clients come to us receently to discuss how to talk with their kids about money, saving, and investing. We are huge fans of talking with kids about money early and teaching them how you look at money, saving, and investing. For many parents, the

 “The key to making money in stocks is not to get scared out of them.”       -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well.  I don’t know if it is my age or the heat radiating off my beautiful

There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial knowledge. Here, we share 13 quotes by philosophers, businesspeople, and investors. We hope you learn something new and enjoy studying the history,

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

WATCH THE VIDEO There has been a lot of talk about 5 or 6 stocks the past couple of days, especially GameStop (GME).  AMC, Nokia (NOK), BlackBerry (BB) and Dogecoin (DOGE) have been heavily discussed as well. These stocks represent a minor part of our portfolio, under 0.5% to be

Download the PDF Section I:  Market Update Report The first quarter of 2020 was volatile, to say the least.  If you click on this link, you will be able to download our graphical review of the first quarter.  In this, you will find that all global equity markets were down,

thumbnail of Quarterly Market Review 3rd 2018

Click below to see how markets across the world performed during the 3rd quarter of 2018.