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Investing in Sustainability While Sustaining Your Wallet

Cole Hansen, CFA, Wealth Management Advisor | Sally Eisenberg, Operations Associate | Thursday, August 8, 2019

There’s a common thought in investing – put your money to work in companies that produce the products you use or in management that you believe in. Well, why not align your investments with your principles? Recently, we’ve seen massive inflows to a theme known as Socially Responsible Investing (SRI). There are two ways to […]

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Longevity – Transitioning with Continued Impact

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Friday, June 7, 2019

Modern medicine and healthier lifestyles have extended the life expectancy curve over the past 50 years, with the current life expectancy rates in the US just shy of 80 years old.  Life expectancy has increased about 3 months per year for some time, with women outliving men and at the upper end of the curve.  […]

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Behind the Scenes at Weatherly Asset Management

Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Chase Hayhurst, CFP® Wealth Management Associate Advisor | Thursday, May 9, 2019

In the world of Wealth Managers, Stock Brokers, Robo-Advisors and Financial Planners, investors are often left wondering which one is right for them, and why?  Each individual, family or business’ situation is different and the goals unique.  So where does Weatherly fit in?  Weatherly would fall into the category of ‘Wealth Manager’ and our goal […]

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Dodging Taxes: No Loopholes Required

Cole Hansen, Wealth Management Associate Advisor | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, March 21, 2019

  The TCJA that was signed into law on December 22, 2017 made significant changes to the tax code. The changes were broad and sweeping which leads to questions about what changed and what we can do to mitigate taxes under a new code.  While the increase in the Standard Deduction has some individuals moving […]

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The Four Financial Basics: What You Can’t Afford NOT to Know…

Candise Holmlund, CFA, CFP®, TEP, AEP®, Senior Consultant, Partner | Brooke Boone, CFP®, MACC Wealth Management Associate Advisor | Thursday, February 14, 2019

Over the course of working with clients for many years, we often get the question, “What are the most important financial elements you think we should know?”

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