September, 2021 - The Weatherly team wishes you safety and happiness throughout the month. As we continue to prioritize your safety, and that of our team, the Weatherly crew is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). We continue to collaborate and primarily meet virtually, via enhanced technology and training, to ensure your ability to connect with and access your team of investment professionals.

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Blog

Weatherly’s Fall Checklist

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Chrissy Rhamy, Operations Associate | Wednesday, September 1, 2021

As we welcome the beginning of fall with the start of September, here at Weatherly we are already sipping on pumpkin-flavored drinks and preparing for year-end planning conversations with our clients. To assist your team of advisors in giving the best advice as well as employing the most opportune investment strategies, we often request a few documents from you. In this month’s blog, we’d like to highlight […]

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Navigating the Cyber Sea & Tips to Protect You

Lindsey Fiske Thompson, Director of Strategy & Resources, Partner | Sally Eisenberg, Operations Associate | Thursday, July 29, 2021

Cyberattacks continue to evolve in terms of sophistication, pervasiveness, and impact. Back in 2018, our team blog scratched the surface of big data, analytics, implications for information sharing, and data compromise. Each cyber-attack, targeted or unleashed, has created not only serious disruption and headaches but true opportunities for professionals and individuals to have their information security at front of mind in all daily activities. Changes since the 1988 Morris Worm include increases in cyberwarfare, government espionage, […]

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Inflation, The Fed & Your Portfolio

Ryan Richardson, CFP®, Wealth Management Associate Advisor | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Associate Advisor | Thursday, June 24, 2021

From airline tickets and car prices to gasoline and commodities, consumers and investors have experienced pockets of inflation as the U.S. economy continues to recover from the COVID-19 pandemic. We saw the May Consumer Price Index (CPI) numbers reflecting the largest month-over-month gain since 2008, and subsequently the Federal Reserve began talking about potential changes […]

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Concentrated Positions & Evaluating Risk

Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Chase Hayhurst, CFP®, Wealth Management Associate Advisor | Thursday, May 27, 2021

We all know the phrase “don’t put all your eggs in one basket” and there is one concept in the world of investing that universally applies to all individuals… diversification.  Often, the very asset that has helped generate wealth over times poses the biggest risk to your financial future.  We will be exploring highly concentrated […]

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5 Estate Planning Strategies to Consider

Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor | Cole Hansen, CFA, CFP®, Wealth Management Advisor | Thursday, April 22, 2021

Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Given the recent shift in presidential power, there has been a renewed focus around potential tax and estate law changes under the Biden Administration. Specific to estates, there is a proposal for the estate exclusion amount to drop from the current […]

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