Blog

Marty Rascon, CFA, Wealth Management Associate Advisor | Stone Churby, CFP®, M.S. Wealth Management Associate Advisor | Thursday, June 11, 2026

For many business owners, a company is more than a source of income—it often represents much of their wealth and financial future.  Yet after years of effort and sacrifice, many owners are still unprepared for the day they step away. Whether the goal is retirement, a new venture, or realizing the value of years of hard work, exiting […]

Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, May 14, 2026

Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Five years from when we first published this piece, the federal estate tax picture is more generous for families with the passage of the One Big Beautiful Bill Act (OBBBA) outlining tax changes for the next few years and some potentially longer.

Andrea Taylor, CPA, MSA Wealth Management Advisor | Aubrey Brown, CFP®, EA, M.S. Wealth Management Advisor | Thursday, March 12, 2026

Every year, Weatherly posts an updated Key Financial Data Sheet. While it may appear overwhelming at first glance, it remains one of our most frequently referenced tools as advisors. In this blog, we provide a fresh look at the 2026 Key Financial Data Sheet and highlight several of the figures that can play an important […]

Stone Churby, M.S. Wealth Management Associate | Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Thursday, February 12, 2026

The start of a new year gives individuals and businesses the opportunity for a good health check-up on their financial situation and to strategize for the year ahead. Cash flow needs, gifting strategies, philanthropic goals, estate plans and asset allocation may need to be updated depending on your financial needs and long-term planning goals. Additionally, […]

Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Thursday, November 13, 2025

A Flight to Safety Returns Shifting geopolitical alliances, richly valued markets, rising U.S. debt, and persistent inflation have investors rebalancing portfolios and seeking safe havens. While the U.S. dollar remains the world’s dominant reserve currency, its status is being tested by growing challenges – from fiscal imbalances, geopolitical shifts, and a global move to diversify […]