Welcome
Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm owned and operated by Greg Werlinich, who founded the company in March 1997. Greg works with a select group of investors and has an AUM of around $120 million. His clients demand honest, unbiased, and reasonably-priced advice from a dedicated professional who takes their needs seriously.
Read moreWAM Overview
Let’s face it, investment management isn’t rocket science, but it isn’t easy either; if it was, everyone would do it themselves. To do it right requires knowledge, coupled with patience and discipline, and the courage to stick to your guns and follow your plan during the difficult times that invariably arise in the stock market. Too many people invest blindly, without a well thought out plan.
Read moreNewsletter Archive
Greg Werlinich, president of Werlinich Asset Management, writes a free monthly newsletter called “News and Views”. As the title suggests, “News and Views” offers insights into the latest news and trends that affect your investments, and details Greg’s views on the short- and long-term direction of the overall stock market.
Read moreFrom WAM’s Blog
Protect Your Credit
As most of you know by now, the credit reporting agency Equifax was the victim of a massive hack recently. As a result, almost half of all Americans may have had their most sensitive information, including social security number, date of birth and home address, exposed for all the (criminal) world to see. If someone has this information, they can easily steal your identity, allowing them to open an unlimited amount of credit in your name, potentially leaving you exposed to a lifetime of misery. The only good news is that you can protect...
read moreThe Importance Of Philanthropy
“Living well has at least two parts to it: living a life that makes you happy, and living a life that is of service to others…To find an activity truly fulfilling, you must both take pleasure in it and feel a strong sense of connection between it and a larger purpose for your life.” ~ Christopher Eisgruber, President of Princeton, referencing the work of Kwame Appiah, in his welcome address to the incoming class of 2017 on September 8, 2013. This blog is going to be a departure from my usual financial or investment...
read moreThoughts after the RNC and the DNC
(Disclaimer – I am a moderate, centrist Democrat; seemingly an endangered species.) The parties are over in Cleveland and Philadelphia as both the Republican and Democratic National Conventions have have packed up and gone home. The cameras are gone, the balloons and confetti have been swept away and the placards have been sent out on the campaign trail. All that’s left now is the sprint to election day. Each side has their passionate and detractors, whose votes are unlikely to be swayed, no matter what is said or done...
read moreI Hope You Listened
My last two blogs were written on February 13 and February 29. In the former I wrote: “It is not time to panic. Things are not nearly as dire as they were leading up to the crash in 2008. Outside of the negative consequences of a too-strong dollar, corporate revenues, profits and balance sheets are in very good shape. It is part of the normal and natural part of the stock market cycle that after a prolonged period of gains that we must experience a year or two of negative returns. Then, when the gloom and despair have peaked, it will be...
read moreWhat I’m Thinking Today
In honor of the extra day in February this year, and on the eve of Super Tuesday, I thought it was a good time to jot down some random thoughts on the market, the economy and the election. So, in no particular order, here goes . . . I hope you listened to my pleas in the last few newsletters not to panic and sell your quality holdings into the correction. If you didn’t, you’ve enjoyed a gain of almost 1,000 since a bottom was made on February 11. I don’t think February 11 was “the bottom” for the year....
read more