The Historical Impact of Elections on Markets
Stone Churby, M.S. | Marty Rascon | Thursday, May 9, 2024
As the United States draws closer to the presidential election in November and the end of the current election cycle, many individuals may have questions and concerns about the intersection of financial markets and politics. However, when it comes to markets and your portfolio, how much impact do elections really have? In this blog post, […]
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Interest Rates, Inflation and Indices: How Do They Affect You?
Stone Churby, M.S., Wealth Management Associate | Carolyn Taylor, President & Founding Partner | Thursday, November 30, 2023
Thorough financial planning and a well-diversified portfolio provide some of the best resources to handle volatile interest rates and inflation. These rates affect everything from spending and borrowing costs to mortgage rates, making it relevant for every level of consumer. Throughout history, the Federal Reserve, the central bank of the United States, has used different […]
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The Evolution of the World of AI
Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Sally Eisenberg, Operations & Client Service Associate | Friday, March 24, 2023
Artificial Intelligence, or its short form AI, is a term new to many people, but did you know that it has been around since the 1950s? In fact, AI has already woven itself into our day to day lives. While it is easier to identify certain technology that has been considered “life changing” such as […]
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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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