2018 Q4 Investment Report

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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:

National Philanthropy Day

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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.

Legacy Press: Fall 2018

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Our Legacy Press Fall Newsletter covers advisor questions to ask during an interview, new tax considerations for divorcing couples, and financial planning month.

Financial Planning Month: Investing

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Investing is a great way to maximize your assets. Without a clearly defined strategy, you are bound to make emotional and irrational decisions. For financial planning month, we want to provide you with some great resources on creating a strategy that works for you.