Here is our next edition of 3 in 3. At Weaver we’ve come to know through our clients that they like to stay informed about the economy and markets, which is why we’ve come up with “3 in 3.” “3 in 3” is a monthly video series centered around three current market themes for the month with their accompanying data points. At Weaver Consulting Group it’s our goal to provide the maximum amount of value to you and your family.
We hope this helps you feel more informed, which allows you to be more confident, so that you may find yourself inspired and worry free in retirement!
At Weaver we’ve come to know through our clients that they like to stay informed about the economy and markets, which is why we’ve come up with “3 in 3.” “3 in 3” is a monthly video series centered around three current market themes for the month with their accompanying data points. At Weaver Consulting Group it’s our goal to provide the maximum amount of value to you and your family. We hope this helps you feel more informed, which allows you to be more confident, so that you may find yourself inspired and worry free in retirement!
We were grateful to spend a special evening enjoying wine and appetizers with our wonderful community of clients last week at the Pasea Hotel and Spa in Huntington Beach, CA. Our first year went by so fast and the transition would not have gone as smoothly if it weren’t for the trust and support from our clients. We are looking forward to our next Client Appreciation Event in October.
Personal growth is something that we’re always striving for at Weaver Consulting Group. To stay on a common path we like to understand what motivates one another. We’ve found that understanding our strengths, skills, and weaknesses helps our team to thrive when tackling new initiatives. We’ve used a book called the Color Code to help us with this task. Have you heard of it? It’s a book based upon a personality test that helps you to understand your motives. What color are you!? Try it out if you’d like!
This quarterly newsletter we wanted to relate with some of our clients that have gone through a meaningful transition or are approaching one. Some meaningful transitions we encounter with clients can include; becoming a parent, job change, divorce, someone passing away, and retirement. From our experience, here are a few suggestions.
We are excited to share with you the first issue in what will be our quarterly newsletter! We feel it is appropriate to share some insight into our daily encounters, and to highlight important experiences for each of us to learn from. Sharing experiences can often times bring real life lessons for everyone involved, and can provide useful information to act upon within our own lives.
The Fall Wine Event was a hit! Twice a year we host this event to show appreciation for our clients and also give them the chance to bring in their friends and family. We are grateful for those who were able to come enjoy wine and h’dourves overlooking the beautiful Huntington Beach sunset.
The Weaver Economic Clock Diagram showcases the cycle of the market, and the emotions many of us feel along the way. Download below to see how we anticipate people’s reactions during changing market conditions.