Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha

Written by Jim Brown, CFA®, MBA, Senior Investment Strategist at Waverly Advisors, LLC | Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP®, Partner, Wealth Advisor on December 8, 2025

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Waverly Fireside Chat with Three Fund Managers

Written on November 20, 2025

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Inheritance & Tax Planning: The Changing Landscape of Trusts & Estates

Written by Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, Director of Financial Planning on November 10, 2025

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Quarterly Review & Market Outlook – 3rd Quarter 2025

Written by Clay McDaniel, CFA® on October 7, 2025

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James Werner eMoney Heart of Advice Podcast

Written on September 17, 2025

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Moving From a High Tax State to a Low or No Tax State

Written by Richard Bell CFP® Partner, Regional Director, Wealth Advisor on September 16, 2025

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7 Financial Questions Physicians & Healthcare Professionals Should be Asking… But Rarely Do

Written by Wesley Martin CFP® Associate Wealth Advisor on September 16, 2025

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Waverly Secure – September 2025

Written on September 12, 2025

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Key Tax Provisions in the One Big Beautiful Bill Act

Written by Lisa M. Wood, CPA, MT Tax Director on September 12, 2025

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Waverly Secure – August 2025

Written on August 14, 2025

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Preserving Family Wealth While Navigating a Divorce

Written by Becky Hoover, CFP®, CPA, CDFA® - Partner, Wealth Advisor and Director of Financial Planning on August 12, 2025

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From Headlines to Headwinds:

Written by Edward L. Carlisle, CFP®, JD, Partner, Wealth Advisor on July 24, 2025

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Quarterly Review & Market Outlook – 2nd Quarter 2025

Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on July 14, 2025

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Rethinking Legal Fee Deferrals

Written by Joseph R. McNair, CFP®, JD, CPA; Chris Register, CFP®; and David M. Foreman, CFP® - Partners and Wealth Advisors at Waverly Advisors, LLC on June 16, 2025

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Is Your 401(k) on Track — or Just on Autopilot?

Written by Rhonda K. Holifield, CFP® - Partner, Wealth Advisor at Waverly Advisors, LLC on June 6, 2025

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Retire with Confidence: Are You Ready?

Written by Chris Register, CFP® - Partner, Wealth Advisor at Waverly Advisors, LLC on June 4, 2025

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