Market Snapshot – August 2025

Artificial intelligence (AI) has the potential to be transformative to the economy, to markets, and to businesses.
Market Snapshot – July 2025

In today’s economic landscape of elevated interest rates, geopolitical uncertainty, and market volatility, controlling what you can has become increasingly important.
Market Snapshot – April 2025

Amid elevated trade and geopolitical volatility, equity markets outside of the US have outperformed on the back of more supportive policy, strong yields, and attractive relative valuations.
Secure Act 2.0 Bonus Retirement Catch-up Contributions

The Secure Act and Secure 2.0 recently passed, bringing with them changes surrounding catch-up retirement contributions for people aged 60-63.
Tariffs may hurt economic outcomes but not stop bull market

New tariffs on foreign goods likely wouldn’t spark lasting inflation, but they could dampen economic activity.
What to Do in Times of Volatility

Explore strategies to secure your finances and navigate market volatility. WCA offers tips on smart investing and financial growth.
Market Snapshot – January 2025

The January 2025 Market Snapshot highlights a resilient late‑cycle global economy, slowing but sticky inflation, shifting U.S. policy dynamics, and a market outlook that favors staying invested with selective opportunities across equities, fixed income, and alternatives.
Is Your Cash Position Right for You?

Is your cash position right for you? WCA explores how to balance cash in your portfolio, avoid market timing pitfalls and achieve financial goals.
Weaver Capital Advisors Adds to Growing Practice with Senior Wealth Advisor Jullie Strippoli

HOUSTON (January 6, 2025) – Weaver Capital Advisors, a Texas-based financial advisory firm, announced Jullie Strippoli has joined its team as a senior wealth advisor.
Should You Rollover Your 401(k) into an IRA?

Deciding whether to roll over your 401(k) into an IRA? Explore the pros and cons, from access to fees, to make an informed choice for your retirement.