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, CFA®, 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.