First Quarter Market Roll

Written on May 13, 2024

Watch our latest “Monthly Market Roll” for an insightful discussion on the economy, markets, investments, and other macroeconomic data of the last few months and how that may impact or “roll” forward to this month with Waverly’s perspectives on what lies ahead…

Presented by Bradley J. Rathe, Partner, Senior Director of Portfolio Management, and joined by Clay McDaniel, CFA®, Partner, Chief Investment Officer of Private Markets.

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.

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