WE Invest

Investors are not RISK averse, they are LOSS averse.

At WealthEngage, we are not just relationship managers. We take a hands-on approach to managing your wealth. Portfolio management requires diligence, dedication and an astute process. But it’s as much art as it is a science. The WealthEngage process is unique because we make decisions that will have an impact on the success of your investment plan, as opposed to handing off the responsibility to a third party who doesn’t know YOU. Being responsible stewards of your wealth, our goal is to share with you our process and our rationale on a timely basis so that you may better understand what is happening with your money. Please enjoy our comments and always feel free to write us with questions, as well as share with those you care about.

Truce or dare

June 24, 2019

You would think as equity markets wrap up one of the best first halves in decades that we would be ecstatic. The problem is, we’ve been here before.

And the winner is… Cash!

January 28, 2019

In 2018 cash outperformed stocks and bonds for the first time since 1994. 2018 proved a bear of a year (pun intended). 2019 will perhaps be just as exciting.

Is This Time Different?

December 7, 2018

In September we were hitting new all-time highs in the stock market, and now the talking heads are sounding like the economy is about to enter a recession, and everyone is looking for a reason to give up and sell.

Year End Investment Planning

November 15, 2018

Like a roller coaster, markets have no engine to guide them along a track. Instead, earnings and other factors create momentum.

2018 Mid-Year Update

June 29, 2018

While we came into 2018 with an overweight in equities, the recent trade war rhetoric has increased risks of spill over into the global economy.

February Turmoil

February 8, 2018

Dear clients and friends,
Monday marked the first time since the June 2016 Brexit vote that saw the S&P 500 close 5% off recent high.

Thanksgiving Market Update

November 22, 2017

Dear clients and friends,
As the market continues to defy gravity, don’t become complacent.

Wealth Fulfillment The structured planning and process to dynamically pursue your unique objectives. Read More
Investment Management A disciplined approach to prudently growing and preserving wealth and leaving a legacy. Read More
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