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Insights
Third Quarter Market & Economic Review
The third quarter brought these tradeoffs into sharper focus. Strong AI spending supported earnings while putting pressure on resources....
Insights
Planning for Retirement in the Next 12 Months
The most common question clients ask is usually some version of “when can I retire?” and my response is...
Insights
Know Your Roth Conversions
A Roth conversion is a transfer from an eligible pre-tax retirement account to a Roth Individual Retirement Account (IRA)....
News / In the Press
News
Waverly Advisors Acquires Heartwood Wealth Advisors
Richmond-based acquisition expands Waverly’s footprint in Virginia BIRMINGHAM, Ala. — [September 29, 2026] — Waverly Advisors, LLC (“Waverly”), a...
News
Citywire RIA 50 Growers Across America 2026
Waverly Advisors Named Fastest-Growing RIA in Birmingham by Citywire in 2026 Waverly Advisors has been recognized by Citywire RIA...
News
Ranked #2 In Birmingham Business Journal 2026 Fastest-Growing Money Managers
Waverly Advisors Named #2 Among Birmingham’s Fastest-Growing Money Managers We’re proud to be recognized by the Birmingham Business Journal...
Media
Monthly Economic Market Update September 2026
In this video, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, provides an economic update...
Planning For Taxes
In this video, Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, and Director of Financial Planning at Waverly Advisors,...
Monthly Economic Market Update August 2026
In this video, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, provides an economic update...