July 8, 2019Q2 2019: RISK-ON/OFF TOOK TURNS. BOND YIELDS, DOLLAR DECLINED. EQUITIES, GOLD ROSE. FED POLICY SHIFT: INFLATION REMAINS LOW, ECONOMY MODERATED,…
May 22, 2019Since the founding of our firm, our focus has been to support successful families and help them sustain both their…
April 12, 2019By Maria Elena Lagomasino and Michael Zeuner, WE Family Offices In our experience working with wealthy families, it is not…- April 1, 2019Q1 2019: THE S&P 500 RECORDS 3rd POSITIVE MONTH, UP 13% YTD. 10-YR T-NOTE AT 2.41%. FED’S 2nd MEETING AS…
January 7, 20194TH QUARTER: RISK-OFF ACROSS-THE-BOARD! U.S., GLOBAL EQUITIES RECORD DOUBLE-DIGIT DECLINES. THE TECH-HEAVY NASDAQ, OIL PRICES FALL INTO BEAR MARKETS, WTI…
November 26, 2018By Julie Neitzel, Partner, WE Family Offices I recently discussed the concept of applying business best practices to managing family wealth…
October 3, 20183rd QUARTER 2018: BEST IN 5 YEARS FOR U.S. EQUITIES, THE S&P 500 UP 7%. OIL PRICES CLOSE AT 4-YR HIGHS. BOND…
August 1, 2018Meet the Goodwells, who discovered there is a better way to manage their wealth and feel confident, competent and in…- July 10, 2018TRADE DISPUTES ESCALATE; EMERGING MARKETS TURN SOUTH, SEE OUTFLOWS FOR 1ST TIME IN 2 YEARS; OIL PRICES JUMP, DESPITE OPEC…
May 20, 2018Santiago Ulloa, Chief Investment Officer and Managing Partner, WE Family Offices In the first few months of 2018, we have…
