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Planning for Taxes
In this video, Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, and Director of Financial Planning at Waverly...
Insights
Are Rising Yields a Problem for Stocks?
“Interest rates act on financial valuations the way gravity acts on matter: The higher the rate, the greater the...
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....
News / In the Press
News
Waverly Advisors Acquires MCS Family Wealth Advisors
Acquisition expands Waverly’s presence in Oregon BIRMINGHAM, Ala. — October 13, 2026 — Waverly Advisors, LLC (“Waverly”), a federally...
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...
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...