June 1, 2021 The Weatherly Team is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we have been navigating dynamic local and state guidelines, consistently prioritizing the health of clients and our team. While we continue to primarily engage virtually with clients, our team has been making preparations for anticipated state reopening plans and timelines. Calls continue to be routed appropriately to ensure your ability to connect with our team.

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Blog

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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Spring 2021: Updates at Weatherly

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Thursday, March 18, 2021

Over the past year we’ve had many phrases added to our lexicon – social distancing, flatten the curve, Zoom fatigue, and many others. For every “can you hear me?” or “you’re on mute” we’ve heard, we’ve also felt concern and hope for our collective communities. In March of 2020, we were told to shelter-in-place and […]

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Impact of Education in a Pre- and Post-Pandemic World

Lindsey Fiske Thompson, Director of Strategy & Resources, Partner | Chase Hayhurst, CFP®, Wealth Management Associate Advisor | Thursday, February 11, 2021

Brooke Boone Kelly, CFP® also contributed as a co-author on this month’s blog. The effects of the COVID-19 pandemic are far-reaching, as witnessed by major shifts in how we live, work, socialize and educate.  The impact on the educational system in America is profound, as school districts juggle with how to both protect teachers and […]

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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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