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call-4

“Make It Rain” Investment Series – Call #5

Tonight I hosted the 4th official call. We had 8 students on the line and I jumped right into a market update. In addition to our usual indices update, I covered some important news from the week. The Bureau of Labor Statistics reported an underwhelming 20,000 new jobs for the February non-farm payroll report.
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april 2019

April 2019 – 3 in 3

This month, April 2019, Jason Weaver discusses the earnings season, credit spreads and the yield curve. 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 we’ve come up with “3 in 3.”
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call-4

“Make It Rain” – Investment Series – Call #4

Tonight we had an important GDP number to review for the 4th quarter of 2018: The US economy grew @ 2.6%, which beat the consensus estimate of 2.4%.   Most importantly and contrary to many, the US economy was still in Quad 1 in the 4th quarter of this year.   We had expected the data to confirm our QUAD 4 call.  None of the students questioned the headline number.  In my opinion, since the GDP number is subject to revisions, I expected the next report to show a number closer to 2.4%.
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forbes

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

Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized in the Forbes Best-In-State Wealth Advisors List for 2019.
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call #3

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

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, and VIX.
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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 had to dial in to a replay conference call number and were confusing that phone number with this one. We started late, but the students start texting each other to help get on the line.
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call-4

“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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March 2019 3 in 3

March 2019 – 3 in 3 Market Update

This month, Jason Weaver discusses the central banks, monetary policy and fiscal stimulus. 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 we’ve come up with “3 in 3.”
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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 we’ve come up with “3 in 3.”
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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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