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Planning

CARES ACT 2020
Last Friday congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act which is a massive stimulus package to provide...
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A Perfect Time For Planning
Today’s environment has created a perfect time to organize your finances with after work or school activities limited. If you are suffering...
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Planning Primer - SECURE ACT 2020
It is likely that most of you reading this have already read, or at least heard about, the Setting Every Community Up for Retirement. Enhancement...
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Whitney & Company helps every client realize their aspirations so that they can live their best life. The firm is here to make clients’ lives easier by taking the emotion and worry out of their finances.

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Welcome 2022

First Quarter of 2022

The first quarter of 2022 was uniquely challenging as most major asset classes turned in negative returns, and asset classes that have historically provided stability

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Business People Analyzing Marketing and Finance Report

4th Quarter of 2021

If you follow U.S. financial media, you might be surprised to know that financial markets turned in somewhat mixed results in 2021. U.S. equities, which

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