New Year, New You: WAM’s Financial Planning Checklist
Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Kelli Burger, CFP® Wealth Management Advisor, Partner | Wednesday, December 20, 2023
As we entered 2023, economic uncertainties and raising concerns about market volatility extended into the New Year. However, as the year progressed, markets rebounded, and earnings reports showed strength and resilience quarter over quarter. While Weatherly cannot control the economy, markets, or future tax environments, we can focus on helping our clients build well-structured plans […]
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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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Unlocking Your Options: Understanding Equity Compensation Plans
Marty Rascon, Wealth Management Associate Advisor | Brent Armstrong, CFP® Wealth Management Advisor, Partner | Thursday, September 21, 2023
Why is Equity Compensation Used? In today’s competitive landscape companies of all sizes, both private and public, look for innovative ways to attract top talent. One of the most common ways in which companies entice employees to join their teams is through a special form of payment called equity compensation, colloquially referred to as stock […]
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Why You Should Medi-Care About Social Security
Stone Churby, M.S., Wealth Management Associate | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, August 24, 2023
For those in or approaching retirement, cash flow and healthcare planning remain a top priority, and understanding the resources available is essential to developing a successful financial plan. Social Security (SS) benefits help retirees supplement cash flows and in turn, the withdrawal rate on their portfolio. Social Security can also provide benefits for individuals that […]
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How to Have Successful Conversations Around Wealth Transfer
Ryan Richardson, CFP®, Senior Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, July 27, 2023
The much anticipated “Great Wealth Transfer” is looming on the horizon. Over the next few decades, an estimated $30 to $68 trillion will be passed down from baby boomers to their Gen X and millennial children (source: Forbes). Additionally, the current federal estate tax exemption is $12.92 million per person, or just shy of $26 […]
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