Happy Father’s Day from our family to yours. Our Brand Manager interviewed a few staff members on how their father made a difference in their life.
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This quarter’s newsletter focuses on financial health and the power of volunteering. Read our newsletter to find out why we are proud of Charlie Kerwood, and how we incorporate financial literacy into our lives.
The markets were disappointing last quarter due to December’s poor performance. 2018 became the worst performing year for stock investing since 2008. Jason Eliason discusses why this happened:
Working toward a greater good is what we strive for at Waller Financial. Philanthropy day is about celebrating the contributions of those who have made a difference in our lives and our communities. We are continuously inspired by so many of our clients who choose to positively impact the lives of those around them.
Our Legacy Press Fall Newsletter covers advisor questions to ask during an interview, new tax considerations for divorcing couples, and financial planning month.