Quarterly Review & Market Outlook – 4th Quarter 2025 Written by Clay McDaniel, CFA® on January 22, 2026
Josh Reidinger Selected as One of BBJ’S 2021 Who’s Who in Birmingham Wealth Management April 13, 2021 View
Waverly Advisor’s Ashley Tucker Earns Certified Financial Planner™ Certification February 11, 2021 View
Gavin Gillison Contributes to Birmingham Business Journal with Insights into Wealth Management April 7, 2020 View
The U.S. Government’s Bold Response to a Serious Issue [Economic Impact from COVID-19] March 20, 2020 View
How the SECURE Act [Now Signed Into Law] Changes Your Retirement Plan Strategies January 3, 2020 View
