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The Whittington & Associates Difference

We work with individuals, families and businesses to establish very specific financial objectives to help provide financial security and peace of mind. We are committed to developing strong, long-term relationships by providing the finest possible service and appropriate customized solutions. Whittington and Associates accomplishes this through a high level of trust, integrity and knowledge.

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Financial Planning*

 

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  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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