Wealth Management

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 […]

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 […]

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 […]