Executive Wealth Management

Short-Term Uncertainty Isn’t a Long-Term Crisis

By EWM / February 14, 2022

We know that there are differences between long-term existential crisis and short-term market uncertainties. It is often difficult to parse between the two on a […]

High Growth Means High Volatility

By EWM / February 7, 2022

We have seen speculative companies get hammered for the past year; and so far in 2022, high-quality high-growth companies have felt a significant bit of […]

Reflections on the January Market Swoon

By EWM / February 1, 2022

This has been a difficult January from a financial markets perspective. Equities and bonds were both down. We can mark when equities began to fall […]

Are You On Track?

By Todd Perry, CFP, CIMA, CPWA / January 25, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”

Market Distress?

By EWM / January 24, 2022

It has been some time since we saw something like what is currently going on in the markets. The last time we had this much […]

The Tale of Retail Sales

By EWM / January 18, 2022

On Friday last week, we saw December’s retail sales come in under expectations with a drop of -1.9% versus November. This was given as the […]