Our Legacy Press fall newsletter provides insight to why you should prepay your funeral, difference between DAFs & Private Foundations & our 2015 Odysseus winner.
Posts By: Waller Financial
Third Quarter Investment Letter
The third quarter saw disappointing market movements. In fact, it was the worst quarter in 4 years[1]. For some, it… Read more »
Odysseus Celebration – Sept. 22
On Sept. 22 we will celebrate our 10th annual Odysseus Celebration. Here’s a few details on what our clients and friends can expect.
Recent Market Volatility
Our CIO talks about the recent market volatility, and what this means for your investment strategy.
Should You Prepay Your Funeral Expenses?
Prepaying funeral expenses is not a happy topic to think about, and most likely not a high priority on your list. We explain why it is important to do it and who it’s truly benefitting.