Our Insights
Newsletter – November 2024
This past July marked my first anniversary with Weaver Consulting … READ MORE
November 2024 – 3 in 3
The U.S. dollar has reached its highest level in two years, driven by a rally following the recent election, which has raised expectations for tax cuts, immigration controls, and tariffs.October 2024 – 3 in 3
Elections
Presidential elections are important events, but they can sometimes
September 2024 – 3 in 3
Jason discusses small caps, emerging markets, and commercial real estate.… READ MORE
August 2024 – 3 in 3
This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
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.
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.
