by Wellvest | Nov 3, 2025 | Public Company INDEX
HIGHLIGHTS For the Wellvest H&W Index it was another “lather, rinse, repeat” month as the S&P500 grinded higher and the Wellvest H&W Index grinded lower. The H&W index once again lost ground to the S&P500 for the month, gapping to a negative...
by Wellvest | Oct 22, 2025 | Blog, News
Wellvest Capital, LLC served as financial advisor to the Lizotte family and to Designs for Health on their Minority Investment from BDT & MSD Partners RoundTable concludes its investment after a collaborative multi-year partnership with the Lizotte family as DFH...
by Wellvest | Oct 3, 2025 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Index lost ground to the bell weather S&P500 for the month, gapping to a negative 23.77% for the year, up from negative 15.99 at the end of August. The H&W Index settled down 10.05% YTD, compared to the S&P 500 gain of 13.75...
by Wellvest | Sep 18, 2025 | Blog, News
“AGENTIC COMMERCE” THE EMERGENCE OF A NEW CHANNEL September 18, 2025 “THE SECRET OF CHANGE IS TO FOCUS ALL YOUR ENERGY NOT ON FIGHTING THE OLD, BUT ON BUILDING THE NEW.” – SOCRATES Not so very long ago the developed world had two fundamental ways for...
by Wellvest | Sep 3, 2025 | Public Company INDEX
HIGHLIGHTS The bellwether index had a quiet month of just slowly grinding upward. The old saw “never short a dull market” seemed to have some legs this month with the S&P500 up 1.91% for the month, bringing the YTD gain to 9.84%, excluding dividends. Like a fine...
