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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” 1st 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” 1st 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...
“Good To Know” 1st Qtr 2024 Newsletter

“Good To Know” 3rd Qtr 2023 Newsletter

by Sandi Weaver | Oct 16, 2023 | Estate Planning, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 3rd quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Watch our market review to see what may be impacting stocks and bonds, what’s likely ahead. Link to a podcast with 3...
Attended FPA Symposium with past Fed president Thomas Hoenig

Attended FPA Symposium with past Fed president Thomas Hoenig

by Sandi Weaver | Aug 30, 2023 | Investments, Trending

I attended the Financial Planning Association of Kansas City’s Annual Symposium this month. The highlight? Mr. Thomas Hoenig, past president of the Kansas City Federal Reserve Bank, gave remarks which have direct impacts on our economy and investment...
“Good To Know” 1st Qtr 2024 Newsletter

“Good To Know” 2nd Qtr 2023 Newsletter

by Sandi Weaver | Jul 17, 2023 | Cashflow, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Listen to our market review, what’s working, what’s not. Link to an excellent 529 college savings plan evaluation....
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