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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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january 2020 - 3 in 3

January 2020 – 3 in 3

This month, Jason Weaver discusses the election year, geopolitical risks and real estate. During an election year, the stock market typically rises no matter which party is in office.
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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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December 2019 – 3 in 3

This month, Jason Weaver discusses market sentiment, valuation measures and international valuations. Stock market returns are highly correlated to corporate earnings. However, high profits do not necessarily mean a high stock price. And big losses do not always lead to a low stock price. The stock market can outpace earnings if it expects future earnings to grow.
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november 2019 - 3 in 3

November 2019 – 3 in 3

This month, Jason Weaver discusses U.S. and China trade dispute, tariff impact and business and consumer spending. In 2018, President Trump started imposing tariffs on China. The goal was to right some of the "unfair trade practices" such as growing trade deficit, theft of intellectual property and forced transfer of American technology in China.
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newsletter november 2019

Newsletter November 2019

Millions of Americans live with, or their lives are impacted, by loved ones with mental health issues. In fact, nearly one in five U.S. adults live with a mental illness. These include different conditions that vary in degree of severity. The most common mental health issues are depression, anxiety, eating disorders, substance abuse and attention defecit disorder (ADD).
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fall client appreciation october 2019

Fall Client Appreciation October 2019

fall client appreciation october 2019

Thank you to everyone who … READ MORE

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October 2019 – 3 in 3

This month, Jason Weaver discusses China slowdown, global recession and negative interest rates. China has been the single largest contributor of economic growth over the past several years. Currently, their economic data is pointing to a significant slowdown. Historically, 3% was used as a threshold for a global recession. Bloomberg’s global GDP tracker shows that expansion has slowed about a 2.2% growth in the third quarter.
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September 2019 – 3 in 3

This month, Jason Weaver discusses economic indicators, the Federal Reserve toolbox, GDP and the consumer.
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august 2019 - 3 in 3

August 2019 – 3 in 3

This month Jason Weaver discusses the bond sectors, consumer confidence and inverted yield curve. There are various bond cycles. here are: US Government Bonds including treasury, TIPs and agency. Mortage bonds include Pass-Thru, CMO and ARMs. Credit bonds include US Corporate, Asset Backed, Convertible, Municipal and Inflation Protected.
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