Key Tax Provisions in the One Big Beautiful Bill Act Written by Lisa M. Wood, CPA, MT Tax Director on September 12, 2025
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
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
Waverly Advisors teams up with GraceKlein Community this holiday season Written on December 26, 2022 View
What we could expect now that the mid-term election is over Written by John B. Cox CFA®, CAIA Partner, Chief Investment Officer of Public Markets on December 7, 2022 View
Third Quarter Market Update: Investment Success is not Determined by One Market Season Written by John B. Cox, CFA®, CAIA on October 20, 2022 View
Second Quarter Market Update: Sunglasses & Umbrellas Written by Joshua G. Miller, CPA, CFA, CIPM on July 14, 2022 View
First Quarter Market Update: March Madness and the Markets Written by John Cox, CFA, CAIA on April 15, 2022 View
