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Newsletter – August 2024

Playing sports isn't just about staying fit and having fun; when you're part of a team, you learn how to work together, communicate, and support each other—skills that are useful in all parts of life. I recently played in a casual, adult softball league and this month we will start kickball. Since my parents didn’t put me in sports growing up, I can’t help but wish that they did.
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Financial advisor explaining inherited RMDs for 2024 to a client.

Understanding Inherited RMDs for 2024

Inherited Required Minimum Distributions (RMDs) are a crucial aspect of financial planning, especially for those who have inherited retirement accounts. The rules surrounding inherited RMDs have evolved over the years, and understanding these changes is essential for effective financial planning.
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JASON WEAVER FORBES 2024 BEST-IN-STATE WEALTH ADVISOR

We are pleased to announce that our managing partner, Jason Weaver, has been recognized once again on the Forbes Best-In-State Wealth Advisors List for 2024, his sixth year in a row.
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Jason Weaver Forbes 2023 Best-In-State Wealth Advisor

Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized as #66 in the Forbes Best-In-State Wealth Advisors List for 2023, his fifth year in a row.
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The Economic Clock

Our Economic Clock Diagram showcases the cycle of the market, and the emotions many of us feel along the way. Download below to see how we anticipate people's reactions during changing market conditions.
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ADVISOR SPOTLIGHT: Travis Weaver

We sat down with our advisor Travis Weaver, who shared more about his background, hobbies and current trends in retirement planning. Travis co-founded Weaver Consulting Group with the purpose of helping people make important decisions.
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ADVISOR SPOTLIGHT: Hunter Peterson

We sat down with our advisor Hunter Peterson, who shared more about himself, involvement in the community and why he loves his job. Hunter joined Weaver Consulting Group in 2017.
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ADVISOR SPOTLIGHT: Jason Weaver

We sat down with Jason Weaver, one of our managing partners, and he shared more about himself, his passion behind financial advising and trends he is currently seeing. Jason currently lives in Huntington Beach, along with his wife (Shannon), two children (Colin & Haley), and their two dogs (Frankie & Remi). Jason was recognized for the fourth year in a row on the Forbes Best-In-State Wealth Advisors for 2022.
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Jason Weaver Recognized for fourth year in a row on the Forbes Best-In-State Wealth Advisors 2022

Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized as #86 in the Forbes Best-In-State Wealth Advisors List for 2022, his fourth year in a row.
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jason weaver forbes 2020

Jason Weaver Recognized in Forbes Best-In-State Wealth Advisors 2021

Jason co-founded Weaver Consulting Group based on a realization that advice is everywhere. Jason believes clients want a consultant that offers unbiased and personalized advice from someone who cares about them and their family. Formerly of Ameriprise Financial Advisers, Jason devoted 20 years developing a thriving practice.
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