*Holiday updates* This holiday season, the Weatherly team is especially thankful for the opportunities to work with our clients and for our community. Our holiday hours are as follows: 12/23: 6am-3pm PT, 12/24: 6am-11am PT, 12/25: closed with the markets, 12/26- 27 & 12/30: 6am-3pm PT, 12/31: 6am-2pm PT, 1/1: closed with the markets. We will resume normal business hours on Thursday, January 2nd. We continue to collaborate in person and virtually to ensure access to your team of investment professionals. We look forward to our work together into the New Year!

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Blog

Just In Time: Pathways to Financial Power Event

| September 18, 2024

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Weatherly was proud to help sponsor Just in Time’s annual “Pathways to Financial Power” conference. This event aims to help transition age foster youth achieve financial stability through networking, career exploration and resources as well as a “Shark Tank” inspired competition where program participants can secure funding by pitching their business ideas to a panel of judges. In addition to our sponsorship, Andrea Taylor is volunteering as a 1-on-1 coach for JIT’s Financial Fitness 102 program this fall. The eight-week program helps participants build personal finance skills in budgeting, saving, investing, credit, loans, and cybersecurity, while working towards establishing an emergency fund for long-term financial stability. Learn more about Just in Time for Foster Youth at: https://jitfosteryouth.org/