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, […]
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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 […]
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The Four Financial Basics: What You Can’t Afford NOT to Know…
Candise Holmlund, CFA, CFP®, TEP, AEP®, Senior Consultant, Partner | Brooke Boone, CFP®, MACC Wealth Management Associate Advisor | Thursday, February 14, 2019
Over the course of working with clients for many years, we often get the question, “What are the most important financial elements you think we should know?”
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New Kids on the Block: Planning for Young Families
Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Ryan Richardson, CFP® Wealth Management Associate Advisor | Thursday, November 15, 2018
One of the most exciting events in human life is the birth of a child or grandchild. While we can’t prepare you for the challenges of parenting, we can help with ways to get a head start on the financial and legal considerations that come with being a parent…
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Young Adult Checklist
Cole Hansen, Wealth Management Associate Advisor | Kelli Ruby, CFP®, Wealth Management Advisor | Wednesday, April 11, 2018
Congratulations! You’ve completed your undergraduate or graduate courses and are now moving on to the next phase in your life. Working and living on your own is exciting, with fresh opportunities and challenges, including taking…
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