Waverly Market Roll – June 2024
Watch the June 2024 edition of our “Monthly Market Roll”. In this video, Bradley J. Rathe, Partner, Senior Director of Portfolio Management, is joined by John B. Cox, CFA®, CAIA, Partner, Chief Investment Officer of Public Markets of Waverly Advisors, LLC, to have an insightful discussion on the economy, markets, investments, and other macroeconomic data for last month. Their discussion then “rolls” forward to this month with their perspectives on what lies ahead.
Video recorded on Thursday, June 6, 2024
Waverly Advisors, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, executives, and institutions. We take a holistic approach to wealth management, dealing with all aspects of a client’s wealth, including investments, taxes, estate planning, charitable trust services, corporate retirement plans, and more.
For more information about the topics discussed in this video or if you would like a portfolio review, contact a Waverly advisor today.