Executive Wealth Management

Happy Thanksgiving

By EWM / November 24, 2021

Past performance is no guarantee of future results.  Trend signals are proprietary research of Fortunatus Investments, LLC, a Registered Investment Advisor with the Securities and […]

Why Compassion Matters: An EWM Advisor Roundtable

By EWM / November 15, 2021

 Why does compassion matter when choosing a financial planner? This question and more are discussed with Executive Wealth Management Private Wealth Advisors Duane Johnson, Todd […]

Inflation Bifurcation

By EWM / November 15, 2021

There seems to be a bifurcation in the minds of the American public. On one level, consumer confidence levels are falling, indicating a feeling that […]

Nothing Can Be Said To Be Certain

By James Carolan, JD, CWS CTFA / November 11, 2021

Congress is debating tax law, and change is coming.

A Taper Timetable

By EWM / November 8, 2021

The taper announcement finally came. In what had to be one of the most obvious press releases, last week the Federal Open Market Committee declared […]

The Need for Power of Attorney

By James Carolan, JD, CWS CTFA / November 3, 2021

A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, a Durable POA assigns a trusted party to make decisions and act on his or her behalf