*Update October, 2020* We hope all of our clients and loved ones are healthy. The Weatherly Team is here to help. We continue to conduct business seamlessly and securely from our office and home offices. As an essential business, we continue to navigate dynamic local and state guidelines, consistently prioritizing the health of clients and our team. Our team continues to work remotely since 3/16/20, adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with us during business hours.

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Blog

2020 Planning Opportunities: Potential Tax Changes and Roth Conversions

Cole Hansen, CFA, CFP® Wealth Management Advisor | Ryan Richardson, CFP®, Wealth Management Associate Advisor | Thursday, August 27, 2020

Not much is normal these days – political conventions are virtual, major sports are played in empty arenas, and classrooms are remote. One thing that seems to remain a constant are the proposals being put forth by Presidential Candidates in the upcoming election to outline their goals, objectives, and strategies and the corresponding action by […]

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Discovering New Trends in a Post-COVID Environment

Cole Hansen, CFA, CFP® Wealth Management Advisor | Aubrey Brown, CFP® Wealth Management Associate Advisor | Thursday, July 30, 2020

The novel Coronavirus has dramatically disrupted lives on a global scale.  As businesses and individuals attempt to adapt to a post-COVID world, a series of new trends and opportunities have emerged. 

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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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