Expanding Horizons: The Benefits of Adding International Equities to Your Portfolio
Brent Armstrong, CFP® Wealth Management Advisor, Partner | Marty Rascon, Wealth Management Associate | Thursday, July 11, 2024
We’ve all heard the old cliché “Don’t put all your eggs in one basket,” and that couldn’t be more evident than in the realm of investing. In the field of investing, putting all your eggs in one basket is often referred to as “portfolio concentration,” and can be a very risky investment strategy that can […]
Read More
Nurturing the Nest Egg
Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, June 13, 2024
In the journey toward financial security, the intersection of saving and spending plays a pivotal role- irrespective of income or assets. This blog post delves into the significance of a well-structured budget and offers key insights for those saving for retirement or already retired. It emphasizes the crucial steps individuals should take to secure their […]
Read More
The Historical Impact of Elections on Markets
Stone Churby, M.S. | Marty Rascon | Thursday, May 9, 2024
As the United States draws closer to the presidential election in November and the end of the current election cycle, many individuals may have questions and concerns about the intersection of financial markets and politics. However, when it comes to markets and your portfolio, how much impact do elections really have? In this blog post, […]
Read More
Financial Planning Strategies for Women to Consider Over Five Life Phases
Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, April 11, 2024
In our 30-year firm history and experience working with clients, every person has unique planning opportunities to explore and consider throughout their lifespan. As a female-founded and majority owned firm, women have organically become a growing client group we service. In this blog post, we outline various investment and financial planning opportunities for women to […]
Read More
Finding a Balance: The Journey of a Business Owner
Brent Armstrong, CFP® Wealth Management Advisor, Partner | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Wednesday, March 13, 2024
Many of Weatherly’s clients have generated their wealth through starting and growing businesses. Whether serial entrepreneurs or strategic purchasers of existing companies, there are few things more rewarding than seeing a company flourish under your stewardship. Planning for one’s own financial success often brings its own level of challenges; however, business owners must balance both […]
Read More