Waverly Market Roll – August 2024
Watch the August 2024 edition of our “Monthly Market Roll”. In this video, Bradley J. Rathe, Partner, Senior Director of Portfolio Management, is joined by Clay McDaniel, CFA®, Partner, Chief Investment Officer of Private Markets of Waverly Advisors, LLC, where they discuss shifting market momentum and declining interest rates. Their discussion then “rolls” forward to the second half with their perspectives on what lies ahead, including the recent volatility spike and a general overview of the state of the economy.
Video recorded on Friday, August 9, 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.