Firm Commentary

Welcome to Wetherby Asset Management’s Online Newsletter Library. Our newsletters and commentary offer insight into timely news and events that shape our financial world. Please read important disclosures by clicking here.

Q2/15 Newsletter

Markets: The second quarter of 2015 was filled with market-moving headlines that kept investors on their toes. We review the major issues that are top-of-mind for investors by reflecting on the longevity of the U.S. economic expansion, Greece’s debt issues, the Federal Reserve’s potential tightening of monetary policy, and the meltdown in energy prices. We spend a great deal of time identifying and projecting the likelihood of various scenarios unfolding, and we detail a number of those.

Financial Planning: The Need to Review Your Life Insurance Policy

Read the newsletter ›

Q1/15 Newsletter

Markets: Since Q4 2014, the free fall in oil prices has ended, the U.S. jobs market has continued to improve, the dollar has rallied strongly against the euro, and while cold and snowy weather blanketed the eastern half of the country, the U.S. economy appears to be far from chilly. Also during the first quarter of 2015, a very significant U.S. equity market milestone was revisited, and some important new territory is being explored in monetary policy in Europe.

Financial Planning: After Tax Contributions to 401k Plans

Read the newsletter ›

Sign Up for our Newsletter