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6 Things You Need to Know About the SECURE Act 2.0

Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Ryan Richardson, CFP® Senior Wealth Management Advisor | Thursday, January 26, 2023

The Secure Act 2.0 is the newest version of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was originally signed into law in December 2019 and recently updated in December 2022. It is important to note- the Secure Act is designed to help Americans save for retirement and will create more flexibility […]

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The Gift of Financial Advice

Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, Senior Wealth Management Advisor | Tuesday, December 20, 2022

   When it comes to life, few gifts are more valuable than financial advice. As young professionals and their families navigate the complexities of today’s world, financial planning is essential in helping them reach various milestones in life. Whether they are just beginning their career, starting a family, or beginning to plan for retirement, a financial […]

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WAM’s Guide to Giving

Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Senior Wealth Management Advisor | Thursday, November 17, 2022

It’s that time of the year again when we celebrate Thanksgiving and start preparing for year end! For many of our clients it is an opportunity to give thanks and give back to their communities in the form of charitable donations. The charitable landscape has grown significantly during the last couple of decades and progressed […]

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A Brief History of U.S. Recessions

Andrea Taylor, CPA, Wealth Management Associate Advisor | Brent Armstrong, CFP®, Partner | Thursday, October 27, 2022

As we emerge from the pandemic, there’s a lot on everyone’s mind- unrelenting health concerns, an upcoming election, escalations on the war in Ukraine, and the highest inflation the US has seen in 40 years. So, it comes as no surprise to us here at Weatherly that our most common client dialog these days begins with […]

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The Ins and Outs of Asset Allocation

Chase Hayhurst, CFP®, Wealth Management Advisor | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Associate Advisor | Thursday, September 1, 2022

Whether you’re new to investing or have decades of experience in financial markets, having an asset allocation aligned with your goals and risk tolerance remains one of the most important decisions investors can make.  Having an appropriate asset allocation aims to balance the risk and reward, through diversification across asset classes and types. There is […]

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