WAM’s Guide to Giving
Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Senior Wealth Management Advisor | Thursday, November 17, 2022
It’s that time of the year again when we celebrate Thanksgiving and start preparing for year end! For many of our clients it is an opportunity to give thanks and give back to their communities in the form of charitable donations. The charitable landscape has grown significantly during the last couple of decades and progressed […]
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A Brief History of U.S. Recessions
Andrea Taylor, CPA, Wealth Management Associate Advisor | Brent Armstrong, CFP®, Partner | Thursday, October 27, 2022
As we emerge from the pandemic, there’s a lot on everyone’s mind- unrelenting health concerns, an upcoming election, escalations on the war in Ukraine, and the highest inflation the US has seen in 40 years. So, it comes as no surprise to us here at Weatherly that our most common client dialog these days begins with […]
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The Ins and Outs of Asset Allocation
Chase Hayhurst, CFP®, Wealth Management Advisor | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Associate Advisor | Thursday, September 1, 2022
Whether you’re new to investing or have decades of experience in financial markets, having an asset allocation aligned with your goals and risk tolerance remains one of the most important decisions investors can make. Having an appropriate asset allocation aims to balance the risk and reward, through diversification across asset classes and types. There is […]
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Our Roadmap to Retirement Planning
Ryan Richardson, CFP®, Wealth Management Associate Advisor | Chase Hayhurst, CFP® Wealth Management Associate Advisor | Thursday, December 16, 2021
For those approaching retirement, it can be an exciting time as they look forward to the next chapter in their life, whether it’s spending more time with family and/or focusing on the causes closest to them. We often see individuals ease into retirement by continuing on a part-time basis with their employer or through consulting work within their related field. This transition may bring a level of […]
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Weatherly Client Series: Entrepreneurs & Small Business Owners
Carolyn Taylor, President & Founding Partner | Yoshi Brownlee, Team Administrator & Marketing Specialist | Thursday, November 18, 2021
As of the start of the 4th Quarter 2021, Weatherly officially entered its 27th year of serving clients. The team at Weatherly feels beyond fortunate to be able to work with clients in the way that we do. This exciting milestone, paired with the unprecedented global climate of the past 20 months, has us reflecting […]
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