Team Feed
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By Wesley Sebacher, CFP®, CAIA® Disability insurance is a critical component of financial planning for physicians. Physicians invest years of their lives and significant financial resources in their career, and their ability to earn an income…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market…
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Senior Tax Strategist – Abby Donnellan, CPA Are you a senior homeowner in St. Louis City, County, or St. Charles County? All three areas offer property tax relief programs for qualifying seniors*. This blog will…
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Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can face devastating consequences due to a business owner’s death or permanent incapacitation. Fortunately, there is…
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by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and…
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By Wesley Sebacher, CFP®, CAIA® Life insurance is an essential financial tool for physicians, as it provides a safety net for families in the event of untimely death. Physicians often have unique financial needs and earning…
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CWJ Team Quarterly Newsletter – Q1 2024
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Welcome to this month’s Ask the CFP® segment. We’ve been asked to describe our team’s approach to the financial planning process. Our team believes in holistic, goals-based financial planning that puts the client first.…
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Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly, we may have seen the end of global central bank convergence. Just as the Bank…
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Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle.…
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Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the S&P 500 breaking the 5000 level for the first time, surging over 5%. Even non-US…
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Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…
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Senior Advisor – Grant Edmunds, CFP® After years of anticipation, the first spot Bitcoin ETFs (Exchange-Traded Funds) have landed in the U.S., marking a landmark moment for the digital asset world. Let’s unpack what this…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity markets seem as frequent as Taylor Swift sightings at Kansas City Chiefs’ football games. Multiple…
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Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year so far – better economic growth, better trend of inflation, a better outlook for jobs…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or lose.” Lyndon B. Johnson In this election year we probably also have politics, and stump…
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By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels, a new war in Europe, and tightening monetary conditions. Flash forward to 2024…
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Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued to point to strength in the underlying growth trajectory. That said, markets expectations for rate…
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By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week saw a little bit of buyers’ remorse – albeit selective. Earnings are on a positive…
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By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture are better equipped to stand the test of time. It’s no exaggeration to say this is…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels,…
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By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is coming to you a little later than usual. As we turn the corner into February,…
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Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each business owner. Factors such as business structure, family dynamics, anticipated sale timeline, and desired retirement…