Virtual Event Recording
Last week I presented an online virtual event on how DWM selects assets for inclusion into portfolios. We recorded that presentation
Janet Yellen
With a new administration in place, focus now is on cabinet picks proposed by President Biden. Janet Yellen has already begun the confirmation
DWM Thoughts on 2021 (video update)
In this video update, I am sharing a few thoughts about 2021 relative to the economy and markets. I trust you will find
With a new administration poised to begin on January 20th, it's understandable that many wonder how trade will be affected with China in a new

It’s Christmas week and I wanted to take a moment to wish everyone a blessed holiday. As you celebrate the holidays, whether it’s Christmas, Hanukkah, or in
A number of initial public offerings have been floated into the market in the last half of 2020. Many have asked me what exactly an IPO is.
In this audio
This week’s update is focused on fixed income/bond investments. It’s in question and answer format and I hope it gives you an idea of how this asset class
One cannot underestimate the impact that the Covid virus pandemic has had on businesses. Restaurants, movie theaters, personal service care businesses, and
It's Thanksgiving. In a year that seems so unbelievably troubled, perhaps some may find it difficult to think about all that we have to be thankful for
Cash and Investment Strategy
Market Rally
It's fair to say that the market run we have seen over the course of the last two weeks has been unexpected