August 2022 - The Weatherly team sends wishes of safety and peace as we head into the final months of summer. As we continue to prioritize your safety, and that of our team, the Weatherly crew is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). We continue to collaborate both virtually, via enhanced technology and training, as well as in person to ensure your ability to connect with and access your team of investment professionals.

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About Us

Quarterly Newsletters

You can sign up for our quarterly newsletters here.
Click on the newsletters below for full story.


Second Quarter 2022 Weather(ly) Report – July 2022
First Quarter 2022 Weather(ly) Report – April 2022


Fourth Quarter 2021 Weather(ly) Report – January 2022
Third Quarter 2021 Weather(ly) Report – October 2021
Second Quarter 2021 Weather(ly) Report – July 2021
First Quarter 2021 Weather(ly) Report – April 2021


Fourth Quarter 2020 Weather(ly) Report – January 2021
Third Quarter 2020 Weather(ly) Report – October 2020
Second Quarter 2020 Weather(ly) Report – July 2020
First Quarter 2020 Weather(ly) Report – April 2020


Fourth Quarter 2019 Weather(ly) Report – January 2020
Third Quarter 2019 Weather(ly) Report – October 2019
Second Quarter 2019 Weather(ly) Report – July 2019
First Quarter 2019 Weather(ly) Report – April 2019


Click here for archived newsletters.

Composite Performance Newsletters

Equity Composite Performance
Fixed Income Composite Performance
Balanced Composite Performance


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