Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha December 8, 2025
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
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
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
