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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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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