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three market punches

May 2020 – 3 in 3

This month Jason covers the Anatomy of a Recession, including the three market punches, bottoming process and equity positioning. Arrival of the Coronavirus Cases started appearing in China at the end of 2019. Confirmed cases outside of China began to appear in January 2020. Economic war triggered in March 2020 by Saudi Arabia in response to Russia's refusal to reduce oil production in order to keep prices for oil at moderate level. The US began shutting down non-essential businesses to prevent the spread of COVID. Lack of business activity forced employers to let go/furlough many employees.
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Newsletter May 2020

In the past 105 years, the stock market has experienced 14 "waterfall" corrections: a sharp decline in equity prices over a 2 month period. The Covid-19 correction is my 5th waterfall correction in 23 years as an advisor. As I get older, I tend to remember only the most significant events in my life. And, I can honestly say, I remember each and every one of these past corrections.
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Weaver Consulting Group: Who We Are

Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years.
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april 2020 - 3 in 3

April 2020 – 3 in 3

The Federal Reserve has taken unprecedented actions to save the economy during the coronavirus crisis. Below is a timeline of the major actions taken in the past 6 weeks. On 3/26, the Government passed a $ 2 trillion Coronavirus response bill intended to speed relief across the American economy known as the CARES Act. There are seven main groups that would see the widest-reaching impacts: individuals, small businesses, big corporations, hospitals and public health, federal safety net, state and local governments, and education.
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March 2020 – 3 in 3

Four Pillars of Recovery: Medical Professionals. We need to make sure they have safety and necessary supplies (testing kits, protective equipment, hospital beds, etc) to continue work. Back Stopping Small Businesses. Small businesses and their employees need to stay afloat as they are a massive part of the American economy. Availability of Credit. Make it easy for banks to lend and businesses to draw on their bank lines.
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February 2020 3 in 3

February 2020 – 3 in 3

This month, Jason Weaver discusses the pandemic risks, the presidential cycle and secular trends. Pandemic risks are large-scale outbreaks of infectious disease that can greatly increase morbidity and mortality over a wide geographic area. They can cause significant economic, social, and political disruption.
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newsletter february 2020

Newsletter – February 2020

Every year, heart disease accounts for 1 in 4 deaths, making it the leading cause of death for both men and women. This month, we wanted to talk about some of the things that you can do to lower your risk of developing a heart disease. Even small changes to your daily routine can make a significant impact on your long-term heart health. A healthy lifestyle is one of the best weapons to pro­tect against heart disease. Studies show that just 30 minutes of activity a day can help improve your heart health.
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secure act and small business owners

SECURE Act and Small Business Owners

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act might make it easier for small business owners to offer retirement plans. For many people, their work is the main place to find retirement savings tools and access retirement plans. The SECURE Act has been one of the largest overhauls of the United States retirement system in many years. The new legislation might make it easier for small business owners financial incentives to offer employees a plan.
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Benefits of SECURE Act

Benefits of SECURE Act for Retirement Savers

Due to life expectancies increasing, some are choosing to continue to work longer. These two changes brought by the SECURE Act could be beneficial to those people. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has been one of the largest overhauls of the retirement system in the U.S. in decades. Before the SECURE Act, savers were not allowed to make contributions to their Traditional IRA once they turned 70 ½. For those who retired before 70 ½, this rule might not have been as restrictive because they were no longer earning income.
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How Secure Act Affects RMDs

How SECURE Act Affects RMDs

The Secure Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It includes reforms to increase access to plans in the workplace and expand retirement savings. This legislation includes changes that can affect defined contribution plans, defined benefit plans, individual retirement accounts and 529 plans. The Secure Act went in to effect on January 1, 2020. It changed the Required Minimum Distribution (RMD) requirements for inherited accounts and increased the age that you are required to start taking your RMD.
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jason weaver forbes 2020

Jason Weaver Recognized in Forbes Best-In-State Wealth Advisors 2020

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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