CWJ Q4 2024 Newsletter

Compardo, Wienstroer & Janes at Moneta

  • 1 (Source: Forbes, Awarded Feb 2024, Data Compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23) Read the methodology.)
  • 2 (Source: Barron’s, Awarded March 2024, Data compiled by Barron’s and based on calculations as of 9/30/2023) Read the methodology here.)
  • 4 (Source: Barron’s Top Independent (Awarded September 2024) Data compiled by SHOOK Research LLC based on data as of Q1 2024. Read the methodology here.)
  • 3 (Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on data as of 9/30/2023. Read the methodology here.)
  • 5 (Source: Barron’s Top Women (Awarded June 2024) Data compiled by SHOOK Research LLC based on data as of 6/30/2024. Read the methodology here.)

Additional articles

  • First Quarter Investment Report – 2025

    First Quarter Investment Report – 2025

    Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…

  • Monthly Recap – March 2025

    Monthly Recap – March 2025

    MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…

  • Liberation Day

    Liberation Day

    Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I.…