Resources
Market Commentary
We provide our clients with ongoing market research and commentary, including perspectives on the bond market and a quarterly guide to the markets.
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J.P. Morgan’s Guide to the Markets – Q2 2022
The Q2 2022 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q1 2022
The Q1 2022 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q4 2021
The Q4 2021 Guide to the Markets from J.P. Morgan.Read more
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Midyear Outlook 2021 – Picking Up Speed
Midyear update from the LPL Financial research team.Read more
Recent News
We publish feature stories and press releases on topics related to the Weaver Wealth Management team as well as timely letters and guidance for our clients.
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J.P. Morgan’s Guide to the Markets – Q2 2022
The Q2 2022 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q1 2022
The Q1 2022 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q4 2021
The Q4 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q3 2021
The Q3 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q2 2021
The Q2 2021 Guide to the Markets from J.P. Morgan.Read more
Take control of your financial world with our Financial Planning services.
Retirement Planning
We offer retirement planning services and resources to design an investment strategy that will help you meet all of your retirement goals, including cash flow analysis for everyday budgeting. A few helpful brochures, calculators and other helpful links are provided here for your information:
Retirement Planning Basics:
- Comprehensive Retirement Planning Calculator
- J.P. Morgan’s 2017 Guide to Retirement
- Understanding Your Social Security Benefits
- Save More for Retirement
- Annual Retirement Planning Ideas
- Take Credit for Your Retirement Contributions
- Protecting Your Retirement Benefits
- Retirement Income
- Required Minimum Distributions
- Don’t Forget Your Beneficiaries
- Tax Planning Guide
Annual Retirement Planning Ideas:
- Overview
- Retirement Plan Comparison
- Retirement Plan Contribution Limits
- Roth 401(k)s and 403(b)s
- Traditional vs. Roth 401(k) Calculator
Individual Retirement Accounts (IRAs)
Estate Planning
Robust Estate Planning services can help ensure the preservation of wealth from generation to generation. We help our clients gain peace of mind by discussing Trusts and whether they may be right for each unique family situation.
The following resources will help you prepare for and understand estate planning:
Education Planning
When you need Education Planning, we can help with long-term planning to ensure you’re ready when your children are. This may include Cash Flow Analysis for everyday budgeting and types & amounts of savings recommendations.
The following resources will help you plan and save for college expenses:
- The ABC’s of College Funding
- College Savings Calculator
- Federal Student Aid at a Glance (2014-2015)
- In-State vs. Out-Of-State
- Ways to Save for College
- 529 Basics
- Saving vs. Borrowing
We help our clients understand the differences between saving for tuition and living expenses and strategize on budget solutions to help meet these savings goals.
From the LPL Research Team
- Has High Yield Credit Been Resilient in 2022? June 28, 2022
- Was that the Bear Market Low (Part 2)? June 27, 2022
- Weekly Market Performance – Markets Rally From Oversold Conditions June 24, 2022
- Are Commodities Cracking? June 23, 2022
- 3 Reasons It Is So Bad It is Good June 22, 2022
- Weekly Market Performance – Markets Pullback Amid This Week’s Fed Decision June 17, 2022
- Higher Rates Break Homebuilder Stocks June 17, 2022
- 4 Important Takeaways from the Fed’s 0.75% Hike June 16, 2022
- 7 Things To Know Now That The Bear Is Here June 15, 2022