Mar 1, 2023
Investors worry robust economic indicators could prompt the Federal Reserve to keep interest rates elevatedRead More
Feb 28, 2023
Papamarkou Wellner Asset Management will be rebranded Papamarkou Wellner Perkin (“PWP”). Driven by client demand, the firm will also be expanding its’ platform with the launch of a dedicated Mergers & Acquisitions Advisory vertical to compliment PWP’s existing businesses.Read More
Feb 21, 2023
With ‘cash sweeps,’ brokerage firms automatically put uninvested client assets into a low-yielding bank-deposit programRead More
Jul 1, 2022
Karl Wellner discusses managing the wealth of family offices on Australian podcast "Inside The Rope."Read More
Jul 1, 2022
Elon Musk’s fortune plunged almost $62 billion. Jeff Bezos saw his wealth tumble by about $63 billion. Mark Zuckerberg’s net worth was slashed by more than half.Read More
Mar 3, 2022
Retirement advice is as plentiful as the bills that roll in each month. But despite the avalanche of tips for boosting your savings, people still make dreadful financial decisions.Read More
May 14, 2021
Stock sales are reaping a windfall for the world’s richest shareholders.Read More
Apr 23, 2021
For the wealthy, an investment that gets around funds’ high fees and may earn good returns. And for the companies, a needed infusion of cash when other options have disappeared.Read More
Dec 4, 2020
With interest in private investments on the rise, getting into deals can take more than money. The cachet of pro athletes is one group’s way of differentiating itself.Read More
Sep 28, 2020
A New York Times story based on Donald Trump’s long-sought-after tax data shows he avoided paying income taxes for most of the past two decades and paid only $750 the year he was elected president.Read More
Oct 9, 2019
It might be time to buy into small-cap stocks even though they are lagging their large-cap counterparts, some strategists say.Read More
Jul 16, 2019
Stocks fell from record highs on Tuesday after President Donald Trump cast doubt on the trade progress between China and the U.S.Read More
Jun 10, 2019
There are a lot of touchy subjects to bring up when you want to preserve wealth over generations.Read More
Jun 1, 2019
Uncertainty has been the name of the investing game for most of 2022. Consider the reaction to cooler-than-expected US inflation data for October: Investors were euphoric, with the S&P 500 posting its best reaction to a CPI report on record. However, a key part of the yield curve also inverted, indicating the risk of a recession is growing.Read More
May 16, 2019
The volatility in the stock market has recently picked up amid an escalating trade war between the U.S. and China, but regular investors with a long-term horizon are better off just riding out the tough times, even when they get pretty scary, history shows.Read More
Apr 8, 2019
Dec 30, 2016
There is one thing analysts can agree on about the year that is coming to a close: 2016 confounded predictions and expectations. From how stocks would perform to who would win the presidency, this was a bad year for people who tell us what tomorrow will bring.Read More
Sep 14, 2016
Thorne Perkin, president of Papamarkou Wellner Asset Management, can’t understand why most investors don't like the Wall Street bull and keep dissing it all the time.Read More
Jun 10, 2014
When Microsoft went public in 1986, its chief executive and largest shareholder, Bill Gates, wound up with a broker at Goldman Sachs , the Wall Street firm that had led the company’s initial public offering.Read More
Nov 6, 2012
Wall Street's biggest gripe with President Obama is more about what he's said than what he's done.Read More
Jan 28, 2011
Oct 24, 2006
Karl Wellner, money manager to the ultrarich, recalls club hopping in a convertible Bentley with one of his clients last winterRead More
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Asset Allocation does not assure a profit or protect against loss in declining financial markets. Keep in mind that investing involves risk. The value of your investments will fluctuate over time, and you may gain or lose money. Past performance does not guarantee and may not be indicative of future results.
Securities, options, futures related products offered by Papamarkou Wellner & Co., Inc. MEMBER: FINRA/SIPC/NFA/MSRB (d/b/a Papamarkou Wellner Perkin Capital). Investment advisory services offered by Papamarkou Wellner Asset Management, Inc., an SEC registered investment adviser (d/b/a Papamarkou Wellner Perkin Advisors). Papamarkou Wellner Perkin Capital and Papamarkou Wellner Perkin Advisors are control affiliates (collectively referred to herein as Papamarkou Wellner Perkin).
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SEC Rule 606 (formerly SEC 11Ac1-6) Disclosure of Order Routing Practices
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