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Category:
Blog
WE Family Offices Founder Santiago Ulloa Named to Barron’s Top 100 Independent Financial Advisors List
October 16, 2017
WE Family Offices Founder Santiago Ulloa has been named to Barron’s Top 100 Independent Financial Advisors list. The annual list…
Q3 2017 RECAP
October 3, 2017
[column col="1/3"] EQUITY MARKETS ROSE. THE S&P 500 AT A RECORD HIGH. BOND YIELDS REBOUNDED IN SEPT. OIL: WTI $50…
Julie Neitzel Comments to Miami Today on Navigating the Stock Market Surge
September 14, 2017
The recent stock market surge is making headlines and has everyone asking: is this the top? And if not, how…
WE Family Offices Managing Partner Michael Zeuner to Speak at Wealth Management Impact Forum
September 14, 2017
WE Family Offices Managing Partner Michael Zeuner will be a featured speaker at the RIA Institute’s Wealth Management Impact Investing…
Bitcoin: An Uncorrelated Asset Class?
July 26, 2017
Bitcoin, the peer-to-peer cashless currency, has been making news recently, as its value soared from less than $1 a unit…
WE Family Offices Recognized by Financial Advisor Magazine
July 14, 2017
WE Family Offices has been named to Financial Advisor magazine’s list of RIAs with the wealthiest clients, based on average…
Q2 2017 RECAP
July 6, 2017
[column col="1/3"] S&P 500: 7 CONSECUTIVE QUARTERLY GAINS. NASDAQ CLOSES WITH QUESTIONS. TREASURY YIELDS MAY HAVE HIT BOTTOM…
WE Family Offices Named Among the 2017 Financial Times Top 300
June 23, 2017
WE Family Offices is pleased to announce it has been named to the 2017 edition of the Financial Times 300…
Department of Labor Rule: A Step in the Right Direction
June 16, 2017
June 9 was the effective date for the U.S. Department of Labor’s (DOL) rule requiring all financial professionals who provide…
Best Practices: Principles for Aligned Investment Advice
June 16, 2017
After investing capital on behalf of families for decades, we’ve seen market ups and downs, bubbles and trends. Through it…
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