Insights & Resources
Articles & Posts
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.
Smart Gifting: Strategies for Passing Down Wealth
When it comes to passing wealth down to your loved ones, the strategy you employ can bear significant tax implications for you and for your children/grandchildren.
Market Recap – October 2024
The stock market took a breather in October, pulling back slightly as investors took profits and worried about the sustainability of AI-driven investment themes. The US economy continues to hum along at a solid pace despite worries over inflation and […]