*Update 07/06/20* We hope all of our clients and loved ones continue to stay healthy and as peaceful as can be. The Weatherly Team is here to help. We continue to conduct business seamlessly and securely from our office and home offices. While financial services firms are excluded from the California stay at home order, the health of clients and our team remain paramount. 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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Yours, Mine and Ours: How to Navigate Finances with your Partner

Brooke Boone, CFP®, Wealth Management Advisor | Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Thursday, September 19, 2019

According to a 2018 study conducted by Personal Capital, the top two stressors in relationships were: 1) Money at 54% and 2) Communication at 26%. Money was at the top of the list across Millennial, Gen Xers, and the Boomer generations. With these stats, we have created a “How to Navigate Finances as Yours, Mine, […]


Investing in Sustainability While Sustaining Your Wallet

Cole Hansen, CFA, Wealth Management Advisor | Sally Eisenberg, Operations Associate | Thursday, August 8, 2019

There’s a common thought in investing – put your money to work in companies that produce the products you use or in management that you believe in. Well, why not align your investments with your principles? Recently, we’ve seen massive inflows to a theme known as Socially Responsible Investing (SRI). There are two ways to […]


Longevity – Transitioning with Continued Impact

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Friday, June 7, 2019

Modern medicine and healthier lifestyles have extended the life expectancy curve over the past 50 years, with the current life expectancy rates in the US just shy of 80 years old.  Life expectancy has increased about 3 months per year for some time, with women outliving men and at the upper end of the curve.  […]


Behind the Scenes at Weatherly Asset Management

Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Chase Hayhurst, CFP® Wealth Management Associate Advisor | Thursday, May 9, 2019

In the world of Wealth Managers, Stock Brokers, Robo-Advisors and Financial Planners, investors are often left wondering which one is right for them, and why?  Each individual, family or business’ situation is different and the goals unique.  So where does Weatherly fit in?  Weatherly would fall into the category of ‘Wealth Manager’ and our goal […]


Dodging Taxes: No Loopholes Required

Cole Hansen, Wealth Management Associate Advisor | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, March 21, 2019

  The TCJA that was signed into law on December 22, 2017 made significant changes to the tax code. The changes were broad and sweeping which leads to questions about what changed and what we can do to mitigate taxes under a new code.  While the increase in the Standard Deduction has some individuals moving […]

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