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About Us

Yahoo Finance Interview – The Final Round

Del Mar, CA - October, 2020

Carolyn Taylor represented Weatherly in a Yahoo Finance interview focused on the latest market action based on news of the day, state of the economy amid COVID-19, and what Weatherly is advising during this time of uncertainty. The interview occurred live on October 2nd, 2020 on the Final Round and was published on Yahoo Finance. Please click here to view the video and read the transcript of the interview.

With more than 35 years of portfolio management experience, Carolyn received an email invitation from Yahoo Finance to provide her perspective on market outlook, economic outlook, and how Weatherly is advising clients in this climate. Yahoo Finance learned of Carolyn through Barron’s 2020 List of Top 100 Women Financial Advisors.

The interview process was Q&A style focusing on pre-, current, and post-pandemic strategy and positioning and planning opportunities unique to the Secure Act and CARES act. Weatherly provided talking points to the producers at Yahoo Finance in advance; the interview was conducted live via Google hangouts.

There was no fee to be interviewed, and Weatherly was not required to advertise in (or subscribe to) Yahoo Finance. Yahoo Finance authorizes the use of the public URL for sharing purposes at no cost to Weatherly and licensing is not required. No organizational memberships were required of the Firm or individuals. Inclusion in this interview is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of inclusion in this interview.

About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.

Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.

Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.

Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.

For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/

For information on our ADV filings and Compliance, please visit:

http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=106935
http://www.weatherlyassetmgt.com/adv/

 

If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507
Carolyn@weatherlyassetmgt.com