2025 Q4 Market & Economic Summary Seattle, Washington Webinar
Lawrence Hood, ChFC®, Jim Ayres, CFA®, CAIA®
February 23, 2026
Jim Ayers leads the economic portion of the discussion, providing detailed analysis of global growth trends, inflation, Federal Reserve policy, and recession indicators. Larry Hood concludes with insights on capital markets, portfolio construction, diversification, and risk management within client portfolios.
This conversation, led by senior members of the Waverly Advisors, Seattle, Washington, team and supported by firmwide investment insights, highlights how local advisor relationships are strengthened by a collaborative investment approach.
Featured speakers include:
Larry Hood, ChFC®, Partner, Regional Director, Wealth Advisor
Jim Ayers, CFA®, CAIA®, Director of Multi-Asset Strategies
Music Credit: Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O
IMPORTANT DISCLOSURES
The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.
Waverly Advisors, LLC (“Waverly”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), available at https://waverly-advisors.com/.
You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly. This information should be used as a reference only.
Larry Hood joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. Prior to joining Waverly, Larry was the founder and CEO of Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, where he earned a reputation as a visionary financial executive and pioneering entrepreneur with over 30 years of experience leading an independent fee-only wealth management firm. As a Partner, Regional Director, and Wealth Advisor at Waverly, Larry will continue in a leadership position, managing the regional office and focusing on growth strategies.
Jim Ayres joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. and serves as Director of Multi-Asset Strategies. Jim brings over thirty years’ experience serving the needs of institutional and high net worth investors across a broad range of topics, including investment strategy, asset allocation, and market and economic analysis.
2025 Q4 Market & Economic Summary Seattle, Washington Webinar
Jim Ayers leads the economic portion of the discussion, providing detailed analysis of global growth trends, inflation, Federal Reserve policy, and recession indicators. Larry Hood concludes with insights on capital markets, portfolio construction, diversification, and risk management within client portfolios.
This conversation, led by senior members of the Waverly Advisors, Seattle, Washington, team and supported by firmwide investment insights, highlights how local advisor relationships are strengthened by a collaborative investment approach.
Featured speakers include:
For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure
Video recorded on: February 8th, 2026
The charts and data referenced in this presentation are provided by third-party sources, including J.P. Morgan and Bloomberg
To Reach Lawrence Hood, ChFC®, Partner, Regional Director, Wealth Advisor
Email: [email protected]
Phone: 206-636-4700
To Reach Jim Ayres, CFA®, CAIA®, Director of Multi-Asset Strategies
Email: [email protected]
Phone: 206-631-1037
Waverly Advisors, LLC – Seattle, WA
Office: https://waverly-advisors.com/offices/seattle-wa/
450 Alaskan Way S,
Suite 500,
Seattle, WA 98104
Music Credit: Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O
IMPORTANT DISCLOSURES
The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.
Waverly Advisors, LLC (“Waverly”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), available at https://waverly-advisors.com/.
You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly. This information should be used as a reference only.
Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
© 2026 Waverly Advisors, LLC. All rights reserved.
For more information, please see our other important disclosures: Disclosure – Waverly Advisors (https://waverly-advisors.com/disclosure/)
Follow Us
Share this post on:
Larry Hood joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. Prior to joining Waverly, Larry was the founder and CEO of Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, where he earned a reputation as a visionary financial executive and pioneering entrepreneur with over 30 years of experience leading an independent fee-only wealth management firm. As a Partner, Regional Director, and Wealth Advisor at Waverly, Larry will continue in a leadership position, managing the regional office and focusing on growth strategies.
Jim Ayres joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. and serves as Director of Multi-Asset Strategies. Jim brings over thirty years’ experience serving the needs of institutional and high net worth investors across a broad range of topics, including investment strategy, asset allocation, and market and economic analysis.
Related Insight
Waverly Quarterly Review & Market Outlook Q3 2026
In this video from Clay McDaniel, CFA®, Partner, Chief Investment Officer at Waverly Advisors, LLC, he discusses key takeaways from…
Waverly Advisors Acquires MCS Family Wealth Advisors
Acquisition expands Waverly’s presence in Oregon BIRMINGHAM, Ala. — October 13, 2026 — Waverly Advisors, LLC (“Waverly”), a federally registered…
Planning for Taxes
In this video, Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, and Director of Financial Planning at Waverly Advisors,…