Blog

Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, Senior Wealth Management Advisor | Tuesday, December 20, 2022

   When it comes to life, few gifts are more valuable than financial advice. As young professionals and their families navigate the complexities of today’s world, financial planning is essential in helping them reach various milestones in life. Whether they are just beginning their career, starting a family, or beginning to plan for retirement, a financial […]

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Chrissy Rhamy, Operations Associate | Wednesday, September 1, 2021

As we welcome the beginning of fall with the start of September, here at Weatherly we are already sipping on pumpkin-flavored drinks and preparing for year-end planning conversations with our clients. To assist your team of advisors in giving the best advice as well as employing the most opportune investment strategies, we often request a few documents from you. In this month’s blog, we’d like to highlight […]

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Thursday, March 18, 2021

Over the past year we’ve had many phrases added to our lexicon – social distancing, flatten the curve, Zoom fatigue, and many others. For every “can you hear me?” or “you’re on mute” we’ve heard, we’ve also felt concern and hope for our collective communities. In March of 2020, we were told to shelter-in-place and […]

Chrissy Rhamy, Administrative Assistant | Yoshi Brownlee, Team Administrator & Marketing Specialist | Thursday, May 14, 2020

Daily life changed globally and permanently due to the COVID-19 virus, and at Weatherly we have adapted to the dynamic landscape in multiple ways. While our team has been mostly working remote since mid-March, we are still running business as usual and are implementing a variety of tools to make Weatherly a safer and more […]

Chase Hayhurst, CFP® Wealth Management Associate Advisor | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, January 30, 2020

There seems to be a new pattern emerging, another year and another tax overhaul.  On December 20, 2019 President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, as part of the government’s new spending bill which will inevitably affect most retirement savers for […]