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Traverse Wealth exists to serve its clients and help people understand many facets in a complex financial world. How these events, laws, strategies, trends, and structures co-exist can be confusing and intimidating. This blog is designed to be a filter - to break down difficult topics into simple, understandable pieces. Whether its timely market explanations or a crucial piece of financial planning information, we believe education is critical to making well-informed decisions - especially given how important this information is.

2019 Investment Thesis Thumbnail

2019 Investment Thesis

It's that time of year - I compile all my research and create a strategy for the coming year. This includes my best ideas, forecasts and expectations. Let's jump in. I think the Fed continues to tighten.