2023 Q1 Commentary
In his first quarterly commentary of the year, Bill discusses the volatility of stocks and bonds, the banking crisis fears, and more items to watch going into the rest of 2023.
Exploring One of the Hard Parts of Life
What do we do with the last part of living - the dying part? What role do we have as we look out for those around us? Advocacy, empathy, and care are one place to begin.
Silicon Valley Bank Aftershocks
The ripple effects of the Silicon Valley Bank demise are starting to become clear. Read our updates on the international and domestic effects, policies put in place to deal with them, and the importance of regional banks.
Shed your coats and Shred (some of) your documents this Spring
To shred or not to shred: Melissa answers your questions.
The Women of Waltman Interview Series
From executive team to recent college graduates, the women on our team are crucial to our firm's success. During International Women's Week, we took a moment to highlight their stories as women in financial services.
Silicon Valley Bank Failure: Causes, Differences from 2008, and Implications
Discover the reasons behind Silicon Valley Bank's shutdown by the California Department of Financial Protection, how it differs from the 2008 financial crisis, and the fallout and implications of the failure.
