Publications

Our clients expect innovative thinking and guidance. As financial industry thought leaders, we regularly share current perspectives on market trends through a variety of media.

Conference Call on Market Volatility – April 3rd 2020

Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation.  You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.


Conference Call on Market Volatility

Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation.  You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.



CWM Fourth Quarter 2019 Investment Commentary

If the story of late 2018 was the market’s adverse reaction to tight U.S. central bank policy and the potential for a policy mistake, the story of 2019 is undoubtedly that global capital markets greatly benefitted from a substantial accommodative shift in global monetary policy. In response to a global manufacturing slowdown brought on by […]


CWM Third Quarter 2019 Investment Commentary

When I joined CWM in September 2016, financial market headlines were being dominated by the threat of Brexit, looming US election risk, and a search to understand the economic implications of a very low-yielding 1.5% ten-year US Treasury. Three years and about 500 emails later, the outcome of Brexit remains in question, US election risk […]