Waverly Market Roll – May 2024
Watch our latest “Monthly Market Roll” for an insightful discussion on the economy, markets, investments, and other macroeconomic data of the previous month 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 John Cox, CFA®,CAIA, Partner, Chief Investment Officer of Public Markets.
Video recorded on Thursday, May 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.