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March 2019 – 3 in 3 Market Update

This month, Jason Weaver discusses the central banks, monetary policy and fiscal stimulus.

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forbes

Jason Weaver Recognized in Forbes Best-In-State Wealth Advisers 2019

Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized as #114 wealth adviser in the Forbes Best-In-State Wealth Advisers List for 2019. SHOOK Research bases the rankings on an algorithm with quantitative and qualitative criteria. This includes revenue trends, client retention data, community involvement, industry experience and in-person…

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call #3

“Make it Rain” – Investment Series – Call #3

Call #3, February 25, 2019 Tonight I hosted our 2nd official call and 8 out of the 10 students are on the line. We had a lot to cover so I jumped right into the market update. We went over the typical 5 data points: S&P 500 Index Oil Interest Rates Dollar Index VIX Over…

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call #3

“Make it Rain” – Investment Series – Call #2

Our 1st official call happens tonight. 9 out of the 10 students make the call tonight. So, that is encouraging. Tonight we struggled to get the students on the line. The homework I gave them was confusing. I asked them to listen to a replay of a recent investment call that my firm hosted. They…

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Your Emergency Fund

Do you have an emergency fund?When starting one, do you know how much to save or where to keep it? Click here to read full article. Have you ever had one of those months? Then, as you’re driving to work, giving yourself your best, “You can make it!” pep talk. There is smoke seeping our…

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“Make it Rain” – Investment Series – Call #1

As an investment advisor, I saw this as the perfect opportunity to start introducing investing to them. We started discussing stocks and they have been investing for the past 5 years. I didn’t want them to be discouraged early on, so I covered all of their losses. Soon enough, as they saw their account grow, I started to see the wheels turning.

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Federal Reserve and How It Got That Way

Did you know that the Federal Reserve Act was not the nation’s first attempt at creating a central bank? Today, the four main responsibilities of the Federal Reserve are to run monetary policy, oversee financial firms, maintain stability in the financial system and provide financial services. Click below to watch video on the Federal Reserve:…

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February 2019 – 3 in 3

This month, Jason Weaver discusses the barbell strategy, minimum volatility and treasuries. If you would like to subscribe to our monthly 3 in 3 videos, visit our YouTube channel below. At Weaver Consulting Group we’ve come to know through our clients that they like to stay informed about the economy and markets. This is why…

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Newsletter – February 2019

Many things can change from year to year. All of which can change your tax situation. When you were deciding on when you were getting married, did financial reasons play a part?

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income-taxes

How Income Taxes Work

Income taxes can be tricky. Many people hire a tax professional or use an online service. Are you familiar with how income taxes work?

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