Charitable Giving with Purpose: Maximizing Donor-Advised Funds and Charitable Remainder Trusts May 12, 2026
Generations Financial Planning Series: Millennials Written by Harrison DeShazo, CFP®, Associate Wealth Advisor and Dalton Clary, CFP®, CKA®, Financial Planner at Waverly Advisors, LLC on May 21, 2026
5 Things the Happiest Retirees Do Differently Written by Tim Metz and Sami Gianella, CPA on May 19, 2026
Charitable Giving with Purpose: Maximizing Donor-Advised Funds and Charitable Remainder Trusts Written by Becky Hoover, CFP®, CPA, CDFA® - Partner, Wealth Advisor, Director of Financial Planning on May 12, 2026
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
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
