Navigating Tax Implications When Selling Real Estate: Strategies for Homeowners and Investors
Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Thursday, February 20, 2025
Investing in real estate ranks among the most significant financial decisions most individuals will make in their lifetime. Whether investing in a primary residence or an investment property, there are several critical factors that must be considered. Selling a property, especially one held for a long time or a property that has significantly appreciated in value […]
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Setting Yourself Up for Success in 2025
Stone Churby, M.S. Wealth Management Associate | Kelli Burger, CFP® Wealth Management Advisor, Partner | Thursday, January 23, 2025
After a historic 2024, the New Year provides an opportunity for people to check in with themselves about their personal and financial goals. Life events, career changes, and a new administration may create fresh opportunities for financial planning for you and your family. As we step into 2025, the financial landscape continues to evolve; shaped […]
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Giving and Gravy
Aubrey Brown, CFP®, EA, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, November 21, 2024
November brings colder weather, fantastic food and attention to GIVING. While the centerpiece at the Thanksgiving table may be a gravy dish, the conversations around the table may focus on Giving. Giving can be categorized in three main areas. When it comes to giving assets, there are several ways to give in a tax advantaged […]
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The World & WAM: 30 Years in Review
Carolyn Taylor, President & Founding Partner | Yoshi Brownlee, Marketing & Communications Advisor | Wednesday, October 30, 2024
Weatherly Asset Management was established in October of 1994 as an independent investment advisor focused on wealth management. Looking back, the world as we knew it in the Fall of 1994 is nearly unrecognizable. In the 30 years since Weatherly was founded, we have seen the meteoric rise of the internet, adapted to 5 different […]
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AI Investments & Landscape: Wading Through the Hype
Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Sally Eisenberg Operations & Client Service Advisor | Thursday, August 8, 2024
Over the past few years Artificial Intelligence (AI) has become a hot topic commanding the world’s attention. Although the field of AI research began in the 1950s, many consider us to be in an AI renaissance. The excitement around AI has ignited a gold rush mentality, driving unprecedented levels of investment into the AI sector. […]
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