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.
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.
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.
Do you have an emergency fund? When starting one, do you know how much to save or where to keep it?
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.
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.”
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.
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.”
Income taxes can be tricky. Many people hire a tax professional or use an online service. Are you familiar with how income taxes work?