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Interest rates, Fed policy, economic growth and Washington are creating headlines, and the potential for short-term market volatility

Going for Gold

Be ready for your financial future! Steve talks about planning with diligence to help you lead to abundance in your life.

How Much Do I Need to Retire?

July produced little movement in the broad S&P 500, but the quiet headline concealed a meaningful change in market leadership.

Seeking Value

Steve talks of the importance of caring for each holding we own on your behalf just as you would care for all members in your own family.

In Search of Added Value

Steve brings awareness of the importance of being prepared.

What happens next with Iran, and what could it mean for markets?

The best part of work is when you can rest! So Steve wishes you a restful summer and notes the EWM plan for portfolios during the summer months.

Diversification is Key

Industrial Strength

EWM is ready! "Sell in May" is a market mantra that oftentimes depicts a tough 6 month period ahead. Steve reviews the defensive nature of our view going into the summer months.

U.S. equities rebounded strongly in April, with major benchmarks recovering from March’s drawdown and several indices reaching record highs during the month.

Small Cap Surge

You have Steve and the team working diligently on your behalf. We were made for times like this!

Good vs Bad - Steve puts the focus on the good and what EWM is doing during this volatile time.

Geopolitical Risk Often Creates Volatility

Playing Defense