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Welcome 2022
The first quarter of 2022 was uniquely challenging...
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If you follow U.S. financial media, you might be surprised...
Financial markets followed through on recent momentum...
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After one of the most volatile years in history, financial...
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While 2020 was a difficult year for many people in...

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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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