2023 – Where is the Stock Market Headed? Big Money Pros Weigh In (Barron’s Fall 2023 Big Money Poll of professional investors)
Del Mar, CA - November, 2023
Carolyn Taylor was featured in Barron’s Fall 2023 Big Money Poll of professional investors article. This poll allowed professionals to share their views on the financial markets, the economy, and the developments that will shape both in the year ahead. Barron’s has been conducting the Big Money Poll for nearly 30 years. The Fall 2023 Big Money Poll was published in Barron’s and on barrons.com in late October. As in the past, the Fall 2023 poll surveyed a cross-section of the nation’s top money managers.
Carolyn received an email inviting her to participate in Barron’s Fall 2023 Big Money Poll. Barron’s solicits the investment opinions of professional investors every spring and fall.
Barron’s conducted the Big Money Poll with the assistance of Erdos Media Research. Weatherly responded to the invitation by submitting answers to the online survey. As with past polls, interviews with a number of money managers who completed surveys were conducted. After Weatherly submitted the online survey, the team was contacted to schedule a phone interview with Barrons. The phone interview with Barron’s took place in mid October with Weatherly’s Carolyn Taylor and Brent Armstrong. The resulting article is available here and features comments from Carolyn and a variety of other money managers.
There was no cost to participate in the survey or interview process. Weatherly paid Dow Jones Barron’s for a digital PDF WebReprint of the article. Weatherly was not required to advertise in or subscribe to Barrons to participate in the survey or article.
Inclusion in this article is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising the award.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
https://adviserinfo.sec.gov/firm/summary/106935
http://www.weatherlyassetmgt.com/adv/
If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507