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News And Education

What’s the latest scoop with Whitney & Company? What’s our latest take on the market? Find it all right here.

2020 Year End Review

While 2020 was a difficult year for many people in many respects, it turned out to be another strong year in financial markets.

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Financial Times 2020 Top300

August 6th, 2020 – Whitney & Company is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top

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Third Quarter Update

In the third quarter, equity markets continued their recovery from the march lows. U.S. Stocks as measured by the S&P 500 index were up 7.6%

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Mid-Year Market Update

The first half of 2020 will go down in the books as an extraordinary time in modern history. A health pandemic has swept the globe

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CARES ACT 2020

The CARES Act has various benefits from direct payments for individuals and families, loans and tax breaks for small businesses, and emergency lending to big

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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 from Netflix burnout

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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.

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