Walter & Keenan

Market Insights: S&P 500 Returns in Year 4 of the Presidential Cycle

As many of you are aware, we find ourselves in the midst of the election cycle, with today often dubbed 'Super Tuesday'.

Market Insights: Navigating the FOMC's Impact on Markets

The FOMC meeting involves a comprehensive review of current economic and financial conditions.

Market Insights: S&P 500 Concentration

Reflecting on the S&P 500's impressive 24.2% surge in 2023 and peering into the future of 2024 unveils a standout performer within the index - the "Magnificent Seven."

Generational Wealth Transfers, Planning, and Retirement

One of the highlights of the wealth management business is working with the children of clients.