You've recently discovered that a significant amount of money is on its way to you, or might even be sitting right now in your bank account. Maybe it's coming from an inheritance or maybe oil and gas. Read our guide for some insights on how to make a plan for your new wealth.
Volatility is back and the Nasdaq just had its worst month since 2008. We remain committed to growing and preserving the funds you have entrusted to us. We hope our proactive approach to risk management brings you and your family some financial confidence.
Some perspective on the grim situation in Ukraine and what could happen in markets.
Markets cratered last week, heading into correction territory, and then bounced right back. And then continued bucking and kicking the next day. Watching the markets lately reminds us a bit of Mr. Toad’s Wild Ride in The Wind and the Willows.
-Small and micro cap stocks surge during Q1, fueled by animal spirits and a social media buzz -A look at how short-squeezes are not uncommon in the stock market -Valuations are more expensive now, but ample private equity dry powder could yield acquisition activity among small stocks -How macro factors could benefit small and micro caps
Market insights from Deupree James Wealth Management.
