by Sandi Weaver | Sep 19, 2024 | Insurance, Investments, Taxes, Trending
Houston was awesome last week! I attended a rock-solid symposium for their regional Financial Planning Association. We did a deep-dive into health savings accounts, 529 college savings plans, and investment alternatives, along with 5 other topics. Plus I reaped 4 good...
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...
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...
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,...
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...
by Sandi Weaver | Nov 21, 2023 | Retirement, Taxes, Trending
Several clients have 529 college savings plans for children or grandchildren. Secure Act 2.0 allows rollovers from a 529 plan into a Roth account for these children, starting in 2024. Read my article 529 College Savings Plans Are Even More Advantageous Now, published...
