All Posts

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

Fueling the Cycle

Making sure you own what works is more important than what you hear about from a friend or the media. Steve explores the latest ways EWM works for your good with your portfolio.

U.S. equities began 2026 on a mixed but broadly constructive note.

2026 edition

U.S. equities ended December with a modest pullback, but broad indexes still delivered solid double‑digit gains for the full year 2025

Steve shines some light on important aspects for you to consider in 2026!

Merry Christmas! Steve shares a Christmas memory!