Insights & Resources
Articles & Posts

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.

Market Snapshot – December 2024
The October 2024 Market Pulse report by Goldman Sachs Asset Management discusses key market views and forecasts across various asset classes.

5 Monthly Money Mistakes to Avoid
Discover the top five financial mistakes that can derail your monthly budget and learn practical strategies to avoid them.