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“Good To Know” 2nd Qtr 2024 Newsletter

“Good To Know” 2nd Qtr 2024 Newsletter

by Sandi Weaver | Jul 15, 2024 | Estate Planning, Investments, Newsletter, Taxes, Trending

Peruse our 2nd quarter 2024 newsletter for key economic and market highlights, and what may lie ahead.  Should you rebalance your portfolio? How? Is China a viable investment? What basics should you employ to avoid being hacked? Can you optimize your 529 college...
Leading Great Decisions Chapter on Assessing China

Leading Great Decisions Chapter on Assessing China

by Sandi Weaver | Jul 5, 2024 | Investments, Trending

Is China a threat, or a business opportunity? Does it matter if the investments we use are investing in China? I’m a member of the Foreign Policy Association’s Great Decisions studies. I led our chapter’s discussion on U.S.-China Trade Rivalry in June. Email me...
In the Missouri CPA Journal: The Benefits of Rebalancing Portfolios

In the Missouri CPA Journal: The Benefits of Rebalancing Portfolios

by Sandi Weaver | May 10, 2024 | Investments, Trending

The U.S. stock market has had a huge run since the fall of ’23. Many investors have been rebalancing investment portfolios to avoid high concentrations, moderate risk, and improve long-term returns. Read my article The Benefits of Rebalancing Portfolios,...
“Good To Know” 2nd Qtr 2024 Newsletter

“Good To Know” 1st Qtr 2024 Newsletter

by Sandi Weaver | Apr 15, 2024 | Insurance, Investments, Newsletter, Taxes

Dig into our Weaver Financial 1st quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on an (too?) outstanding performance from stocks and what the pros are seeing ahead. It can go...
“Good To Know” 2nd Qtr 2024 Newsletter

“Good To Know” 4th Qtr 2023 Newsletter

by Sandi Weaver | Jan 15, 2024 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending

Dig into our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on how bonds and stocks helped your portfolio last year, and what may be ahead. January is the first...
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