Waterside Financial Advisors
Independent financial guidance for the life you want to live
Serving You since 1980
Community
Experience
Legacy
Providing Financial Solutions
The purpose of Waterside Financial Advisors is to provide financial solutions for those looking for a helping hand; those who want a partner they can rely on and who has their best interests at heart. Over the years, our advisors have built their reputation on a legacy of trust and providing a white-glove experience.
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Weekly Market Commentary
Weekly Market Commentary | December 16th, 2024
Week in Review... Major U.S. equity indices showed mixed performance for the week, with notable divergence among the indexes. The S&P 500 down -0.64% The Dow Jones Industrial Average was down -1.82% The tech-heavy Nasdaq finished up +0.34% The 10-Year Treasury...
Market Commentary | December 9th, 2024
Week in Review... The market extended its gains, with the S&P 500 and Nasdaq reaching new all-time highs after a solid week of economic data that boosted confidence that the economy remains on strong footing, and is not running too hot to deter the Federal Reserve...
Market Commentary | December 2nd, 2024
Week in Review... With markets closed on Thursday for the holiday and an early closure on Friday, the market still demonstrated positive momentum across the major indices: The S&P 500 rose +1.06% The Dow Jones Industrial Average was up +1.39% The tech-heavy Nasdaq...
Weekly Market Commentary | November 25th, 2024
Week in Review... Markets rallied last week as investors digested positive economic data and election results. The major indices all reached new record highs: The S&P 500 rose +1.68% The Dow Jones Industrial Average was up +1.96% The tech-heavy Nasdaq finished...
Market Commentary | November 18th, 2024
Week in Review... Markets retreated last week as investors reassessed potential tariff implications as well as concerns around inflation reaccelerating. The S&P 500 fell 2.08%, ending a multi-week positive streak The Dow Jones Industrial Average was down 1.24% The...
Market Commentary | November 11th, 2024
Week in Review... Following the highly anticipated U.S. election and rate cut decision by the Fed, last week saw equity market’s rally after the election of Donald Trump as the 47th president of the United States. The S&P 500 rose 4.66%, snapping a two-week...
Building Community
We are proud of the legacy of unwavering commitment that we’ve built; whether that be for the community of Rockford or the community of our clients. Get in touch for a first-hand experience.
Experience
Legacy
Community
Call Us To Learn How We Can Help
(815) 963-0461
Office Hours
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite 204, Rockford, IL 61107