"In the Know" Market COmmentary
Amid market volatility, should retail investors buy the dips or take their profits and run?
Matthew Smart, Director of Financial Planning and Portfolio Analysis at WWM Investments, recently shared the firm’s perspective with CNBC on how retail investors are navigating the latest wave of market volatility.
The article highlights the strategies WWM’s team is using to help clients make confident decisions during uncertain markets—from evaluating whether to buy dips or take profits, to implementing disciplined approaches such as dollar-cost averaging and portfolio rebalancing. With insights on diversification, identifying undervalued sectors, and the potential for a year-end rally, the piece underscores how thoughtful guidance can help investors stay grounded and positioned for long-term success.
November 15, 2025
Markets Surge in Q3 2025 as Small Caps and Global Equities Regain Momentum
In Q3 2025, markets climbed across the board, fueled by strong corporate earnings, falling interest rates, and renewed global trade clarity. U.S. small caps hit record highs, China rebounded sharply, and gold extended a stellar run. With the Fed easing policy and inflation cooling below 3%, investors enter Q4 on a cautiously optimistic note—buoyed by resilient earnings, robust liquidity, and the potential for continued gains in both stocks and bonds.
October 27, 2025
International expansion: A complex opportunity for financial advisors
Matthew Smart, Director of Financial Planning and Portfolio Analysis at WWM Investments, recently shared the firm’s insights with InvestmentNews on the opportunities and challenges of serving international clients.
The article highlights how WWM’s team supports individuals and families in navigating the complex landscape of cross-border wealth management. From tax considerations to regulatory compliance, the firm offers tailored strategies designed to meet the unique needs of a global clientele.
September 02, 2025
Tariff Strategies V2
May 08, 2025
In case you missed it
In a recent article published by Barron’s Magazine, Matthew Smart, Director of Portfolio Analysis and Financial Planning at WWM Investments, shares his perspective on the role of gold and silver in a well-diversified portfolio. He explains why these metals can serve as emotional stabilizers for investors and how WWM Investments strategically incorporates them into client portfolios.