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...
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...
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...
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....
