News And Education

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

First Quarter of 2021

After one of the most volatile years in history, financial markets began 2021 in relatively quiet fashion. Equity markets around the world generated solid returns

Read More

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.

Read More

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

Read More

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%

Read More

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

Read More

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

Read More

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

Read More

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.

Read More

(585) 232-6200 [email protected]

959 Panorama Trail S. Suite 190 Rochester, NY 14625