Executive Wealth Management

Fixed Income Fizzles in the New Year

By EWM / January 10, 2022

2022 is off to a rough start for the fixed income markets. The first week of the new year was one of the worst weeks for […]

2022 Finance Insights with Bert Herzog on the TD Ameritrade Network

By Albert P. Herzog III, CFP®, MBA, ChFC® / January 5, 2022

EWM founder and director Bert Herzog offers financial insight for 2022 on the TD Ameritrade Network, ‘Market on Close,’ with Oliver Renick. To read weekly […]

The Key Elements of 2021

By EWM / December 20, 2021

As December’s end draws nearer, we would like to consider the key elements that drove the financial news of 2021. And by key elements, of course, we don’t […]

Will Next Year See Normal Numbers?

By EWM / December 13, 2021

The third quarter or Q3 earnings season is behind us, and now we are looking forward to the Q4 season. If the latest reporting period taught us anything, […]

The Dramatic Arc of ARKK

By EWM / December 6, 2021

Equity markets were down a bit last week. Omicron, the Fed, inflation, and good old fashion fear helped the S&P 500 move slightly south -1.2%. […]

A Quick Check on Omicron

By EWM / November 29, 2021

We hope that all of you had a wonderful Thanksgiving holiday. Judging by the data above from the Transportation Security Administration (TSA), it looks like […]