*update 05/26/2020* We hope all of our clients and loved ones continue to stay healthy and as peaceful as can be. The Weatherly Team is here to help. We continue to conduct business seamlessly and securely from our office and home offices. While financial services firms are excluded from the California stay at home order, the health of clients and our team remain paramount. Our team continues to work remotely since 3/16/20, and on an ongoing strategy for phasing back to the office. Calls to both our main office and remote offices continue to be routed appropriately to ensure your ability to connect with us during business hours.

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Blog

How WAM has Adapted to this Crisis: Protecting Ourselves to Maintain Service to You

Chrissy Rhamy, Administrative Assistant | Yoshi Brownlee, Team Administrator & Marketing Specialist | Thursday, May 14, 2020

Daily life changed globally and permanently due to the COVID-19 virus, and at Weatherly we have adapted to the dynamic landscape in multiple ways. While our team has been mostly working remote since mid-March, we are still running business as usual and are implementing a variety of tools to make Weatherly a safer and more […]

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CARES Act, Philanthropy & COVID-19: How You Can Help

Brooke Boone Kelly, CFP®, Wealth Management Advisor | Ryan Richardson, CFP®, Wealth Management Associate Advisor | Friday, May 1, 2020

The signing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27,2020, not only provided aid to many Americans and small businesses affected by the Coronavirus pandemic, but also made significant changes to the charitable giving rules to encourage individuals and corporations to donate during these unprecedented times. The Weatherly team has […]

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What is the SECURE Act and How Will it Impact You?

Chase Hayhurst, CFP® Wealth Management Associate Advisor | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, January 30, 2020

There seems to be a new pattern emerging, another year and another tax overhaul.  On December 20, 2019 President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, as part of the government’s new spending bill which will inevitably affect most retirement savers for […]

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A Presidential Look at U.S. Taxes

Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Aubrey Brown, CFP® Wealth Management Associate Advisor | Thursday, November 14, 2019

“…In this world nothing can be said to be certain, except death and taxes.” -Benjamin Franklin 1789 What Benjamin Franklin said so many years ago still stands true today.  There is no escaping death and taxes.  While the individual tax filing extension date just passed on October 15th and as we gear up for our […]

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Yours, Mine and Ours: How to Navigate Finances with your Partner

Brooke Boone, CFP®, Wealth Management Advisor | Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Thursday, September 19, 2019

According to a 2018 study conducted by Personal Capital, the top two stressors in relationships were: 1) Money at 54% and 2) Communication at 26%. Money was at the top of the list across Millennial, Gen Xers, and the Boomer generations. With these stats, we have created a “How to Navigate Finances as Yours, Mine, […]

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