Our Insights


Jason Weaver Recognized in Forbes Best-In-State Wealth Advisers 2019

Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized as #114 wealth adviser in the Forbes Best-In-State Wealth Advisers List for 2019. SHOOK Research bases the rankings on an algorithm with quantitative and qualitative criteria. This includes revenue trends, client retention data, community involvement, industry experience and in-person…


Your Emergency Fund

Do you have an emergency fund?When starting one, do you know how much to save or where to keep it? Click here to read full article. Have you ever had one of those months? Then, as you’re driving to work, giving yourself your best, “You can make it!” pep talk. There is smoke seeping our…


Federal Reserve and How It Got That Way

Did you know that the Federal Reserve Act was not the nation’s first attempt at creating a central bank? Today, the four main responsibilities of the Federal Reserve are to run monetary policy, oversee financial firms, maintain stability in the financial system and provide financial services. Click below to watch video on the Federal Reserve:…


February 2019 – 3 in 3

This month, Jason Weaver discusses the barbell strategy, minimum volatility and treasuries. If you would like to subscribe to our monthly 3 in 3 videos, visit our YouTube channel below. At Weaver Consulting Group we’ve come to know through our clients that they like to stay informed about the economy and markets. This is why…


How Income Taxes Work

Income taxes can be tricky. Many people hire a tax professional or use an online service. Are you familiar with how income taxes work?


Changing Unhealthy Behaviors

Identifying a New Year Resolution may be easy, but what about maintaining the new behavior after the initial excitement wears off? Some people want to start exercising more, eat healthy or pick up a new hobby. But changing one’s lifestyle can be difficult without a plan.


18 Years Worth of Days

Many people think about the “big picture” activities they want to do when they retire, like traveling or taking up a new hobby. But it could also be important to think about what your day to day activities look like. What activities do you think will take up 18 years worth of days when you retire?


Perception vs. Reality

There might be differences between the financial perception of retiring and what it actually looks like. What steps are you taking to ensure  the perception of your retirement turns into reality?


21 Days of Gratitude Challenge

This month we are participating in the 21 Days of Gratitude challenge. We will post a prompt or action each day that we will be completing as a team on our Facebook page. We invite you to join us this month as we reflect on what we are grateful for and spread thanks to those…


Rightsizing for Retirement

Most think of moving into a smaller home as downsizing. But we like to refer to it as rightsizing. Whether you have already retired or will be soon, have you thought about rightsizing your home?