"In the Know" Market COmmentary
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.
April 24, 2025
Q2 2025 Market Outlook & Commentary
April 24, 2025
Taking stock: Market views from BlackRock Fundamental Equities
OCtober 16, 2024
Touching Points: Balancing the Scale: Q3 2024
August 08, 2024
Maximize Next Generation Assets With Intentionally Defective Grantor Trusts
September 28, 2023
Broadening Market Rally a Positive Sign
August 1, 2023
What Peak Rates Mean for Bonds
July 28, 2023
COMMERCIAL REAL ESTATE: INTO THE HEADWINDS
June 29, 2023
BNY Mellon Economic Outlook Presentation
May 17, 2023
"In the Know" Market COmmentary
BNY Mellon Economic Outlook Presentation | May 2023
What Peak Rates Mean for Bonds