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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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June 2024 - 3 in 3

June 2024 – 3 in 3

June 2024 – 3 in 3 Market Update

This month, … READ MORE

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Newsletter – May 2024

Senior year graduation marks both an end and a beginning—an … READ MORE

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March 2024 – 3 in 3

This month Jason Weaver discusses S&P 500 inflection points, interest rate environmental performance and international stock P/Es
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February 2024 – 3 in 3

This month Jason Weaver discusses internet versus A.I. bubble, lost decade and the broader market.
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Newsletter – February 2024

Have you ever watched a movie and found yourself swept away by the emotion, tension, or excitement? That’s usually because of the music. Soundtracks have the power to convey emotions and themes that resonate universally with audiences, across all languages.
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January 2024 – 3 in 3

This month, Jason Weaver discusses the end of the Fed. cycle, cash on sidelines and picking spots.
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December 2023 – 3 in 3

 

This month, Jason Weaver discusses labor, leverage and liquidity.… READ MORE

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November 2023 Newsletter

Who doesn’t appreciate a present? There’s nothing more special. It’s not just a positive experience for the recipient, but satisfaction for the gift-giver as well. Apparently, there are some psychological and physical benefits behind it. Giving produces endorphins, decreases blood pressure and reduces stress, promotes cooperation and social connection, and evokes gratitude.
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October 2023 – 3 in 3

This month, Jason Weaver discusses consumer sentiment, small caps vs. large caps, and biotech.
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