Legacy Press: Spring 2019

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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.

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.