Schedule a consultation with us today. Let's talk »

Client Login

  • About Us
    • Firm History
    • Our Team
  • Services
  • Community & Philanthropy
  • Media Center
  • Blog
  • Contact Us

Posts By: Jason A. Eliason, CFP®, ChFC®, CFA®

2018 Q1 Investment Report

Posted 7:55 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

Last quarter the markets were volatile and negative. There were several reasons behind these swings. Our chief investment officer provides insight on key points, which contributed to the market’s volatility.

Tax Cuts and Job Act of 2017: What It Means For You

Posted 7:59 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

This article focuses on some of the more common aspects of the TCJA, which are likely to impact the individual taxpayer. The TCJA is an extremely vast piece of legislation, focusing both on corporate tax law and personal tax law.

2017 Q4 Investment Report

Posted 4:47 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

Curious how the markets acted last quarter? Our chief investment officer, Jason Eliason, discusses the investment markets in detail and how the economy handled certain events in 2017.

Cryptocurrencies and Bitcoin: What Are They?

Posted 6:52 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

There has been a lot of hype about cryptocurrency and bitcoin. But how much do you know?

Market Crash: Big Deal?

Posted 7:14 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

30 years ago we experienced one of the worst stock market crashes in history. Jason Eliason discusses how the market has always rebounded over time.

  • ← Previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • Next →

Looking for something?

Firm History
Our firm has evolved over time, but our culture remains the same. Our core principles are  integrity, service, trust, and dedication.

Learn more about Waller Financial »

Our Team
Our team-based approach provides advice and insight gained from decades of experience.

Meet our partners and staff »

Community
Whether it is through wealth, knowledge, or time, our staff and clients strive to embrace and enhance the lives of those around us.

See how we’re giving back »

  • Home
  • Firm History
  • Our Team
  • Services
  • Community & Philanthropy
  • Media Center
  • Blog
  • Contact Us

Join Our Email List
For Email Newsletters you can trust.

Client Login

Columbus, Ohio Office

941 Chatham Lane, Suite 212, Columbus, Ohio 43221

PHONE (614) 457-7026 FAX (614) 457-0911

Naples, Florida Office

801 Laurel Oak Drive, Suite 710, Naples, Florida 34108

PHONE (239) 325-8505 FAX (239) 325-8506

Twitter LinkedIn YouTube

Website Designed by BLUELaserDesign.com

© 2018 Waller Financial Planning Group

Waller Financial Group

Waller Financial Planning Group

  • Home
  • Firm History
  • Our Team
  • Services
  • Community & Philanthropy
  • Media Center
  • Blog
  • Contact Us