Waverly Advisors

Waverly Market Roll – July 2024

Watch the July 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, CFAยฎ, CAIA, Partner, Chief Investment Officer of Public Markets of Waverly Advisors, LLC, where they discuss the strength of the capital markets and the economy in the first half of 2024. Their discussion then “rolls” forward to the second half with their perspectives on what lies ahead, including the potential for Federal Reserve rate cuts and the opportunities in different areas of the investment landscape.

Video recorded on Thursday, July 12, 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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The information presented in this document is for general informational and educational purposes and is not specific to any individualโ€™s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.

Waverly Advisors, LLC (โ€œWaverlyโ€) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverlyโ€™s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), available at https://waverly-advisors.com/.

You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly. This information should be used as a reference only.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
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