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Financial Plannings

Market Commentary

Markets moved higher for a fourth consecutive week, with the S&P 500 and Nasdaq both closing at fresh all-time highs for the second week in a row. The pace of the rally slowed, however, and the gains were uneven beneath the surface. Small-cap stocks outperformed...

Making Sense of HSAs and FSAs 

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing out-of-pocket expenses. In this environment,...

How Will Working Affect Social Security Benefits? 

In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...

Investment Management for Lifelong Growth: Weatherby Capital’s Approach

When it comes to securing a prosperous future, effective investment management plays a pivotal role. For entrepreneurs, startups, and established businesses alike, managing assets strategically is not just a smart decision it’s an essential one. At Weatherby Capital,...
Making Sense of HSAs and FSAs 

Making Sense of HSAs and FSAs 

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing out-of-pocket expenses. In this environment,...

How Will Working Affect Social Security Benefits? 

How Will Working Affect Social Security Benefits? 

In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...