Blog

Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, ChFC® | Wednesday, February 14, 2024

Members of Generation X, particularly those who are business executives or owners, face several challenges in today’s world. They often find themselves caught between the demands of growing their business, raising their children, caring for their aging parents, and preparing for their own retirement. In this blog post, we focus on those in their 40s […]

Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Kelli Burger, CFP® Wealth Management Advisor, Partner | Wednesday, December 20, 2023

As we entered 2023, economic uncertainties and raising concerns about market volatility extended into the New Year. However, as the year progressed, markets rebounded, and earnings reports showed strength and resilience quarter over quarter. While Weatherly cannot control the economy, markets, or future tax environments, we can focus on helping our clients build well-structured plans […]

Marty Rascon, Wealth Management Associate Advisor | Brent Armstrong, CFP® Wealth Management Advisor, Partner | Thursday, September 21, 2023

Why is Equity Compensation Used? In today’s competitive landscape companies of all sizes, both private and public, look for innovative ways to attract top talent. One of the most common ways in which companies entice employees to join their teams is through a special form of payment called equity compensation, colloquially referred to as stock […]

Yoshi Brownlee, Client Experience & Marketing Associate | Carolyn Taylor, President & Founding Partner | Thursday, June 15, 2023

Making decisions about your financial life can be daunting and difficult no matter the stage, but the choices you make now can have a major positive impact over time. Whether you are just thinking about getting started with professional financial advice, actively interviewing candidates or even heading into a quarterly review with your current advisor, […]

Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Ryan Richardson, CFP® Senior Wealth Management Advisor | Thursday, January 26, 2023

The Secure Act 2.0 is the newest version of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was originally signed into law in December 2019 and recently updated in December 2022. It is important to note- the Secure Act is designed to help Americans save for retirement and will create more flexibility […]