Blog

Brooke Boone Kelly, CFP®, Wealth Management Advisor | Ryan Richardson, CFP®, Wealth Management Associate Advisor | Friday, May 1, 2020

The signing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27,2020, not only provided aid to many Americans and small businesses affected by the Coronavirus pandemic, but also made significant changes to the charitable giving rules to encourage individuals and corporations to donate during these unprecedented times. The Weatherly team has […]

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.  […]

Ashley Copp, CFA, Wealth Management Advisor, Partner | Brooke Boone, CFP®, MACC, Wealth Management Associate | Thursday, June 7, 2018

Weatherly is committed to working with clients on a multi-generational basis and we continually review industry and demographic trends that impact our clients. In recent years, both the US…

Ashley Copp, CFA, Wealth Management Advisor | Candise Holmlund, CFA, CFP®, TEP, Senior Consultant, Partner | Friday, April 28, 2017

The process of creating your estate plan can be a dynamic and challenging task involving detailed discussions with your estate planning attorney, financial advisor, and CPA.

Erik Nelson, Wealth Management Associate | Carolyn Taylor, Founding Partner, President | Thursday, October 27, 2016

As technology has advanced and improvements in diet, medicine and education have grown, one trend that is very apparent is people are living longer. Increasing longevity may also create financial, lifestyle and family relationship…