From Vesting to Investing: Making the Most of Your Executive Compensation Written by Harrison DeShazo - Associate Wealth Advisor, Waverly Advisors, LLC on February 4, 2025
Quarterly Review & Market Outlook – 1st Quarter 2024 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on April 15, 2024 View
2024 Social Security and Medicare Changes: What to Know Written by Gavin Gillison, CFP® on February 16, 2024 View
Quarterly Review & Market Outlook – 4th Quarter 2023 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on January 9, 2024 View
Year-End Planning Strategies to Consider Written by Harrison DeShazo and Glenda Molina, CFP® on October 31, 2023 View
Avoid Surprises by Making the Most of Medicare’s Open Enrollment Period Written by Ashley D. Tucker, CFP® on October 31, 2023 View
Quarterly Review and Outlook – Q3 2023 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on October 6, 2023 View
Quarterly Review and Outlook – 1st Quarter 2023 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on April 3, 2023 View
Waverly Ranks 3rd in Forbes Top Women Wealth Advisors Best-In-State for Alabama Written on February 15, 2023 View
Quarterly Review and Outlook – 4th Quarter 2022 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on January 19, 2023 View