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Congress Wealth Management
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Summary
location iconBoston, Massachusetts
website
company sizeCompany size: 51-200
aumAUM: $5B - $10B

Congress Wealth Management, LLC is an independent, SEC-registered investment adviser based in Boston, Massachusetts founded in 2009. Congress Wealth Management, LLC offers investment management services, retirement plan consulting services, wealth management services, and family office services for clients including individuals and families, trusts, estates, charitable organizations, retirement plans, and corporations and other businesses.

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Congress Wealth Management - Recent News & Articles

More rich Americans are opening Swiss bank accounts fearing U.S. risks

Swiss banks say they have seen a surge of interest and business from high-net-worth Americans opening investment accounts in recent months. Switzerland’s neutral politics, stable economy, strong curre...

Source: CNBC

Japan inflation comes in at 3.6%, surpasses BOJ target for three straight years

Japan’s inflation grew 3.6% year on year in March, marking three straight years that the headline inflation figure is above the Bank of Japan’s 2% target. The data release comes as Japan is locked in ...

Source: CNBC

ECB to Cut Rates Again to Help Economy Weather Erratic U.S. Trade Policy

The European Central Bank is all but certain to cut interest rates for the seventh time in a year on Thursday, looking to prop up an already struggling economy that will take a large hit from U.S. tar...

Source: U.S. News

Powell indicates tariffs could pose a challenge for the Fed between controlling inflation and boosting growth

Fed Chair Jerome Powell said Wednesday that the central bank could find itself in a dilemma between controlling inflation and supporting economic growth. “If that were to occur, we would consider how ...

Source: CNBC

America’s financial system came close to the brink

For a good few hours on April 9th, disaster beckoned. Share prices had been falling for weeks. Then the market for American Treasury bonds—normally among the safest assets available—started convulsing...

Source: The Economist

Bonds crater, 10-year yield spikes briefly above 4.5% in confounding move that’s worrying Wall Street

The bond market — not a plunging stock market — is the talk of Wall Street with prices tumbling and yields spiking, unusual action during times when fears of a recession are growing where fixed income...

Source: CNBC

Global bond rout starting to sound market alarm bells

U.S. Treasuries, the bedrock of the global financial system, were hit by fresh selling pressure on Wednesday in a sign that investors were dumping their safest assets as turmoil unleashed by U.S. tari...

Source: Reuters

Fitch cuts China's foreign currency rating on rising debt, weakening finances

Global ratings agency Fitch on Thursday downgraded China's long-term foreign currency credit rating to 'A' from 'A+', on expectations of weak public finances and rapidly rising debt. The latest U.S. r...

Source: Reuters

JPMorgan becomes the first Wall Street bank to forecast a US recession following Trump's tariffs

JPMorgan believes the US economy will enter a recession in the back half of 2025 as the impact of President Trump tariffs takes hold in the economy. The firm's chief US economist Michael Feroli sees a...

Source: Yahoo Finance

Dow Opens Sharply Lower, Bonds Rally After China Retaliates Against Trump Tariffs

China lashed back at President Trump’s tariffs, applying 34% levies on all imported goods from the U.S. Beijing said the levies would come into effect next Thursday, the day after a big part of Trump’...

Source: Wall Street Journal