Our Insights
September 2024 – 3 in 3
Jason discusses small caps, emerging markets, and commercial real estate.… READ MORE
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.
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.
July 2024 – 3 in 3
This month, Jason discusses federal reserve mandates, rate cut expectations and rate cut beneficiares.
March 2024 – 3 in 3
This month Jason Weaver discusses S&P 500 inflection points, interest rate environmental performance and international stock P/Es