June 1, 2021 The Weatherly Team is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we have been navigating dynamic local and state guidelines, consistently prioritizing the health of clients and our team. While we continue to primarily engage virtually with clients, our team has been making preparations for anticipated state reopening plans and timelines. Calls continue to be routed appropriately to ensure your ability to connect with our team.

You're Leaving Our Website...

You clicked a link to an external page which may not be affiliated with this site.

Cancel
Continue

About Us

Quarterly Newsletters

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

2021

First Quarter 2021 Weather(ly) Report – April 2021

2020

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

2019

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

 

Ready to work together?

Schedule a Consultation