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“Good To Know” 4th Qtr 2021 Newsletter

“Good To Know” 4th Qtr 2021 Newsletter

by Sandi Weaver | Jan 14, 2022 | Insurance, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 4th quarter newsletter for tips to help you make better decisions. Watch our economic and market review, and strategies for your portfolio. Want to invest sustainably? Check out our appearance on Up-To-Date’s radio show on that topic....
On KCUR Up-To-Date radio: More investors want to put their money where their values are

On KCUR Up-To-Date radio: More investors want to put their money where their values are

by Sandi Weaver | Dec 21, 2021 | Investments, Trending

I and another financial planner with the Financial Planning Association discussed investing your values on KCUR’s Up-To-Date radio show. ESG investing uses companies which rate well on environmental, social, and governance platforms.  How do you find those companies...
“Good To Know” 4th Qtr 2021 Newsletter

“Good To Know” 3rd Qtr 2021 Newsletter

by Sandi Weaver | Oct 15, 2021 | Cashflow, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 3rd quarter newsletter for tips to help you make better decisions. Watch our economic and market review, and strategies for your portfolio. College grads, check out our video program for financial literacy, plus the resource tip to help you...
From the Missouri Society of CPAs:  Financial Literacy For Young Professionals instructional video program

From the Missouri Society of CPAs: Financial Literacy For Young Professionals instructional video program

by Sandi Weaver | Sep 21, 2021 | Cashflow, Employee Benefits, Estate Planning, Insurance, Investments, Retirement, Taxes

I’m actively involved with the Missouri Society of CPA’s, mostly on their Wealth and Asset Management Committee. We completed a large project this year on financial literacy for college graduates and high school students. There are 10 short instructional videos and...
From the Missouri Society of CPAs:  Financial Literacy For Young Professionals instructional video program

In the Missouri CPA Journal: Working With Clients To Invest Sustainably

by Sandi Weaver | Aug 27, 2021 | Investments, Trending

Do you want to invest sustainably? What is sustainable investing, or socially-responsble investing, or ESG investing? How do you construct a balanced, diversified investment portfolio with that? Read my article, published in the Missouri Society of CPA’s...
“Good To Know” 4th Qtr 2021 Newsletter

“Good To Know” 2nd Qtr 2021 Newsletter

by Sandi Weaver | Jul 19, 2021 | Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions. Here’s our market and economic review, and strategies for your investment portfolio. We have a nice tax tip if you pay Missouri taxes. Want to add sustainable...
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