Waverly Market Roll – September 2024

Written on September 23, 2024

Watch the September 2024 edition of our “Monthly Market Roll”. In this episode, Bradley J. Rathe, Partner and Senior Director of Portfolio Management, is joined by both John B. Cox, CFA®, CAIA, Partner and Chief Investment Officer of Public Markets, and Clay McDaniel, CFA®, Partner and Chief Investment Officer of Private Markets at Waverly Advisors. Together, they analyze the recent Fed meeting held on September 18, 2024, delving into the long-anticipated 50 basis point interest rate cut. They explore the underlying factors driving the decision and its broader implications for the economy, markets, and portfolios.

Video recorded on Wednesday, September 18, 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.

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