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Posts
Company News
- Clearstead Advisors Announces Acquisition of Wilbanks Smith and Thomas
- Wilbanks Smith & Thomas Recognized as a Top Financial Advisor by CNBC
- Lawrence Bernert, III Named to Virginia 500 Power List
- Wilbanks Smith & Thomas Recognized as a Top 100 Firm by FA Magazine in the 2023 RIA Survey and Rankings List
- WST Capital Management Named Top Guns Manager for Fourth Consecutive Quarter
- Informa Investment Solutions Names WST Capital Management Top Guns Manager for Third Consecutive Quarter
- WST Recognized by CNBC | 2022
- WST Principal Named to 2022 Virginia 500 Power List
- WST Controller Named Finalist for VA Business Annual CFO Awards
- Informa Investment Solutions Names WST Capital Management Top Guns Manager
- WST Recognized by CNBC | 2021
- WST Now Hiring: Research Associate
- Wilbanks Smith & Thomas Named to Inside Business’ Top Workplaces List
- WST Ranked by FA Magazine | 2021 RIA Report
- WST Principals Named to Inside Business 2021 Power Lists
- 10th Annual Stone Soup Event | WST & Women United
- WST Recognized by CNBC
- WST Ranked by FA Magazine in 2020 RIA Report
- WST Principals Named to 2020 Inside Business Power List
- Wilbanks Smith & Thomas Asset Management, LLC Is Joined by Virginia Capital Strategies
- Day of Caring: WST Lends a Hand to JT’s Camp Grom
- WST Recognized by InvestmentNews
- WST Proud to Lend a Hand: YWCA Adopt-a-Room Project
- WST Principals Named to 2019 Inside Business Power List
- WST Ranked Among Top Fee-Only RIAs in the US Southeast
- WST Capital Management Named Top Guns Manager for 3Q 2018
- VSCPA Specialized Knowledge Day: Presentation by Paul Ferwerda, CFA
- Hurricane Florence Update & Information
- WST Capital Management Named Top Guns Manager by Informa Investment Solutions
- WST Ranked by FA Magazine in Annual RIA Report
- Wilbanks, Smith & Thomas Named One of P&I’s Largest Money Managers
- WST Capital Management Named Top Guns Manager by Informa Investment Solutions
- WSTCM Credit Select Risk-Managed Fund Recognized by Morningstar
- WST Featured in RIA Rankings Published by Financial Advisor Magazine
Investment Perspectives
- 1Q 2023 | Economic & Markets Commentary
- 1Q 2022 | Quarterly Economic & Markets Review
- Q2 2021 | Quarterly Economic & Markets Overview
- 1Q 2021 | Economic & Markets Overview
- 3Q 2020 Economic & Market Overview
- WST Commentary: 3Q 2019 Markets & Economic Update
- WST Commentary: 2Q 2019 Markets & Economic Update
- High Yield: Week in Review
- A Minsky Moment
- Just the Facts, Ma’am
- Great Expectations
- Everybody Knows
- Trying to Reason with Hurricane (and Earnings) Season
- Money for Nothing?
- Revisiting Risk in an Euphoric Market Environment
- O Brother, Where Art Thou? Thoughts on Surging Stocks, the Fed and Hidden Treasure
Market Updates
- January 2024 | Global Equity Markets Review
- January 2024 | Fixed Income Markets Review
- December 2023 | Global Equity Markets Review
- December 2023 | Fixed Income Markets Review
- 4Q 2023 | Economic & Markets Review
- November 2023 | Global Equity Markets Review
- November 2023 | Fixed Income Markets Review
- October 2023 | Global Equity Markets Review
- October 2023 | Fixed Income Markets Review
- September 2023 | Fixed Income Markets Review
- September 2023 | Global Equity Markets Review
- 3Q 2023 | Economic & Markets Review
- August 2023 | Fixed Income Markets Review
- August 2023 | Global Equity Markets Review
- July 2023 | Global Equity Markets Review
- July 2023 | Fixed Income Markets Review
- June 2023 | Global Equity Markets Review
- June 2023 | Fixed Income Markets Review
- 2Q 2023 | Economic & Markets Review
- May 2023 | Global Equity Markets Review
- May 2023 | Fixed Income Markets Review
- April 2023 | Global Equity Markets Review
- April 2023 | Fixed Income Markets Review
- March 2023 | Fixed Income Markets Review
- March 2023 | Global Equity Markets Review
- February 2023 | Fixed Income Markets Review
- February 2023 | Global Equity Markets Review
- January 2023 | Fixed Income Markets Review
- January 2023 | Global Equity Markets Review
- December 2022 | Global Equity Markets Review
- December 2022 | Fixed Income Markets Review
- 4Q 2022 | Markets & Economic Review
- November 2022 | Fixed Income Markets Review
- November 2022 | Global Equity Markets Review
- October 2022 | Global Equity Markets Review
- October 2022 | Fixed Income Markets Review
- September 2022 | Global Equity Markets Review
- September 2022 | Fixed Income Markets Review
- 3Q 2022 | Markets & Economic Overview
- August 2022 | Global Equity Markets Review
- August 2022 | Fixed Income Markets Review
- July 2022 | Global Equity Markets Review
- July 2022 | Fixed Income Markets Review
- 2Q 2022 | Markets & Economic Overview
- June 2022 | Global Equity Markets Review
- June 2022 | Fixed Income Markets Review
- May 2022 | Fixed Income Markets Review
- May 2022 | Global Equity Markets Review
- April 2022 | Global Equity Markets Overview
- April 2022 | Fixed Income Markets Overview
- March 2022 | Fixed Income Markets Review
- March 2022 | Global Equity Review
- February 2022 | Fixed Income Markets
- February 2022 | Global Equity Markets
- January 2022 | Global Equity Markets
- January 2022 | Fixed Income Markets
- December 2021 | Fixed Income Markets
- December 2021 | Global Equity Markets
- 4Q 2021 | Quarterly Economic & Markets Review
- October 2021 | Global Equity Markets
- October 2021 | Fixed Income Markets
- 3Q 2021 | Quarterly Economic & Markets Review
- September 2021 | Global Equity Markets
- September 2021 | Fixed Income Markets
- August 2021 | Global Equity Markets
- August 2021 | Fixed Income Markets
- July 2021 | Global Equity Market Review
- July 2021 | Fixed Income Markets Review
- June 2021 | Global Equity Markets Review
- June 2021 | Fixed Income Markets Review
- May 2021 | Fixed Income Markets Review
- May 2021 | Global Equity Markets Review
- April 2021 | Fixed Income Markets Review
- April 2021 | Global Equity Markets Review
- March 2021 | Fixed Income Markets Review
- March 2021 | Global Equity Markets Review
- February 2021 | Fixed Income Markets Review
- February 2021 | Global Equity Markets Review
- January 2021 | Fixed Income Markets Review
- January 2021 | Global Equity Markets Review
- 4Q 2020 Economic & Markets Overview
- December 2020 | Fixed Income Markets Review
- December 2020 | Global Equity Markets Review
- November 2020: Fixed Income Markets Review
- November 2020: Global Equity Markets Review
- October 2020: Global Equity Markets Review
- October 2020: Fixed Income Markets Review
- September 2020: Global Equity Markets Review
- September 2020: Fixed Income Markets Review
- August 2020: Fixed Income Markets Review
- August 2020: Global Equity Markets Review
- July 2020: Fixed Income Markets Review
- July 2020: Global Equity Markets Review
- 2Q 2020 Economic & Market Overview
- June 2020: Fixed Income Review
- June 2020: Global Equity Markets Review
- May 2020: Fixed Income Market Review
- May 2020: Global Equity Market Review
- April 2020: Global Equity Market Review
- April 2020: Fixed Income Market Review
- March 2020: Global Equity Market Review
- March 2020: Fixed Income Market Review
- Global Pandemic’s Impact on Economy
- February 2020: Global Equity Market Review
- January 2020: Global Equity Market Review
- January 2020: Fixed Income Market Review
- WST Commentary: 4Q 2019 Markets & Economic Update
- Global Equity Market Review – 4Q 2019
- Fixed Income Market Review – 4Q 2019
- November 2019 – Fixed Income Market Review
- November 2019 – Global Equity Market Review
- October 2019 – Global Equity Market Review
- October 2019 – Fixed Income Market Review
- Fixed Income Market Review: 3Q 2019
- Global Equity Market Review: 3Q 2019
- August 2019 – Global Equity Market Review
- August 2019 – Fixed Income Market Review
- July 2019 – Fixed Income Market Review
- July 2019 – Global Equity Markets Review
- 2Q 2019 – Global Equity Markets Review
- 2Q 2019 – Fixed Income Market Review
- May 2019 – Global Equity Markets Review
- May 2019 – Fixed Income Market Review
- April 2019 – Fixed Income Markets Review
- April 2019 Global Equity Markets Review
- WST 1Q 2019 Commentary
- 1Q 2019 Fixed Income Markets Review
- 1Q 2019 Global Equity Markets Review
- February 2019 Fixed Income Markets Review
- February 2019 Global Equity Markets Review
- January 2019 Fixed Income Markets Review
- January 2019 Global Equity Markets Review
- WST 4Q 2018 Commentary
- December 2018 Fixed Income Markets Review
- December 2018 Global Equity Markets Review
- December-End Audio Commentary
- November 2018 Fixed Income Markets Review
- November 2018 Global Equity Markets Review
- October 2018 Fixed Income Markets Review
- October 2018 Global Equity Markets Review
- WST 3Q 2018 Commentary
- August 2018 Global Equity Markets Review
- August 2018 Fixed Income Markets Review
- July 2018 Fixed Income Markets Review
- July 2018 Global Equity Markets Review
- WST 2Q 2018 Commentary
- Milestones Without Context? The 10-year Treasury Yield Hits 3%
- WST 1Q 2018 Commentary
- Quick Thoughts on the Past Week: US Equities
- WST 4Q 2017 Commentary
- WST 3Q 2017 Quarterly Commentary
- WST 2Q 2017 Commentary
- WST on Bloomberg TV: November 2016
- WST on Bloomberg TV: August 2016
- WST on Bloomberg TV: May 2016
- WST on Bloomberg TV: April 2016
- WST on Bloomberg TV: February 2016
Other Insights
- Selling Your Business | 7 Strategies for Minimizing Taxes
- Selling Your Business | A Comprehensive Guide
- To Raise or Not to Raise: The History & Impact of the Federal Debt Ceiling
- Virginia Ranked “Best State to Retire”
- SECURE Act 2.0 | Updates & Implications
- The SECURE Act: Key 2020 Provisions
- Markets Buzz, But Is PMI a Fly in the Ointment?
- Inflation: What’s in a Number?
- US Labor Market: A Bright Star, But Is It Burning Too Hot?
- U.S. Consumer Confidence Climbing Towards 18-Year High
- War of the Worlds – The Enemy is Us?
- Cybersecurity Insights & Best Practices
- Life In the Fast Lane
- Equifax Data Breach: Information & Guidance for WST Clients
- The Knowledge Illusion
Team
- Amie Baty, CFA
- Ana Gomes, CPA
- Andrew Avery
- Bethany Kent-Hawkins
- Brianna Shughrou, MBA
- Caroline Wilkes, CFP®
- Connor Fanney
- Dan Powell, CFA, AIF®
- Daniel Pizetoski, CFA
- Denise Bishop
- Ericken Moore
- Erin Abate
- Heather Randazzo
- Julia Vicchio
- Julie Kuebler
- Khristian Ortiz-Ortega, MBA
- Kirtan Patel
- Kristen Zigrang, MBA
- Kurt Evertz, MBA
- Kyle Elliott, CFP®
- Larry Bernert, CFA
- Luke Scanlan, CFA
- MacKenzie Moorhouse
- Maggie Dean
- Marcela Hopkins
- Maria Salova
- Mark Warden
- Paul Ferwerda, CFA
- Robert Mundin
- Roger Scheffel, CPA
- Ryan Hepburn, CFA
- Ryan Stallard
- Sarah Larkin
- Scott McCluney, CFP®
- Sophia Ivancich, CFP®
- Steve Bowery, CFA, CFP®
- Susan Foster
- Suzanne O’Donnell
- Theresa Garber
- Tim McDaniel, MBA
- Tom McNally, CMT, CFA
- Wayne House, CFP®, CAIA
- Wayne Wilbanks, CFA
- Zach Rice