Strategic Financial Planning for the New Year Written by Brian Hershberger, CFA, CPA, PFS™, CFP®- Partner, Wealth Advisor, Waverly Advisors, LLC on January 14, 2025
Quarterly Review & Market Outlook – 4th Quarter 2024 Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on January 13, 2025
First Quarter Market Update: Memorable Moments and Positive Momentum Written by John Cox on April 9, 2021 View
Tip for Investors: Considerations for Investment Planning Written by David Foreman on April 9, 2021 View
Protecting Your Older Loved Ones Against Financial Scams Written by Melanie Nichols on March 12, 2021 View
Tip for Investors: Controlling What You Can When Things Feel Out of Control Written by Gavin P. Gillison, CFP® on January 6, 2021 View
Fourth Quarter Market Update: The Far-Reaching Impact of COVID-19 Written by John B. Cox, CFA, CAIA on January 6, 2021 View
Three Charitable Giving Strategies for Year-End Giving in 2020 Written by Evan B. Crouse and Jeffrey P. Helms, CPA, CFP® on November 16, 2020 View
Medicare: Review Your Coverage to Avoid a Costly Mistake Written by Ashley Tucker on October 19, 2020 View
Two Estate Planning Mistakes and Tips for Avoiding Them [Plus Real-Life Examples] Written by Barry Prim, MBA on October 19, 2020 View
Third Quarter Market Update, Why You Don’t Want to Miss the Market’s Best Days and What’s in Store Going Forward Written by John B. Cox, CFA, CAIA on October 12, 2020 View
Don’t Let Short-term Circumstances Impact Long-term Planning Written by Joseph R. McNair, CFP®, JD, CPA on October 12, 2020 View
Basic Estate Planning Documents [What You Need and Why] Written by Elizabeth Brasher, JD, CWS on October 12, 2020 View
Financial Planning During a Pandemic: Dos and Don’ts Written by Kelly Clary and Jack Adams, QPFC on October 6, 2020 View
How is Your Charitable Giving in 2020 Impacted by the CARES Act? Written by Evan Crouse on October 5, 2020 View
September 2020 Market Update: A Summary of Moving Parts Written by John B. Cox, CFA, CAIA on September 23, 2020 View
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