Weatherly Asset Management

This past weekend was 3 Day Walk Weekend in San Diego! The WAM crew offered well wishes, water, and red vines as walkers began their journey in Del Mar on Friday. This fundraiser walk benefits the Susan G. Komen organization which is on a mission to end breast cancer. The money raised by the Komen 3-Day has been used to save lives and make huge strides in breast cancer research. Throughout the year, the Weatherly team supports and empathizes with our nearby and extended communities impacted by breast cancer.?

The team at Weatherly extends deepest thanks to all #veterans, their families, and active service members for their commitment to our country. We are forever grateful for your service and sacrifices.??#veteransday

On Tuesday, a few members of our team had the privilege of volunteering with Father Joe's Villages serving lunch to those in need. As part of Father Joe’s wider mission to serve San Diegans experiencing homelessness and poverty, the Franklin Antonio Public Lunch Program offers free warm, nutritious meals to the public 365 days a year.?

Over the weekend, a few members of the Weatherly Crew got the opportunity to kayak Batiquitos Lagoon in Encinitas as part of their annual lagoon cleanup & fundraiser. The waters of Batiquitos Lagoon are typically closed to boating, so it was such a privilege to explore the area via kayak, while gathering trash harmful to its delicate ecosystem. A big thank you to the Batiquitos Lagoon Foundation for putting on such a great event, and for your continued dedication to the stewardship of the lagoon.?

Weatherly was proud to help sponsor Just in Time for Foster Youth's annual “Pathways to Financial Power” conference. This event aims to help transition age foster youth achieve financial stability through networking, career exploration and resources as well as a “Shark Tank” inspired competition where program participants can secure funding by pitching their business ideas to a panel of judges. In addition to our sponsorship, Andrea Taylor, CPA is volunteering as a 1-on-1 coach for JIT's Financial Fitness 102 program this fall. The eight-week program helps participants build personal finance skills in budgeting, saving, investing, credit, loans, and cybersecurity, while working towards establishing an emergency fund for long-term financial stability.

Last week, Carolyn attended the San Diego Women’s Foundation’s Summer Social at Coastal Roots Farm. The event offered a unique opportunity to learn about sustainable agriculture and food justice while reconnecting with other members of the foundation. Thank you to both The San Diego Women's Foundation and Coastal Roots Farm for a wonderful evening! #community #sustainability

We’re excited to announce that three members of our team were nominated for San Diego Magazine’s annual Celebrating Women Awards.?Carolyn Taylor has been nominated as a Pioneer in Finance and Brooke Boone Kelly, CFP?, MACC and Andrea Taylor, CPA have been nominated as Rising Stars in the same category.?All three have moved on to the people’s choice voting round. Click the link below to cast your vote now through August 26th! https://lnkd.in/gK6VYvZk

Del Mar Races 2024 What a fantastic day for the Weatherly Asset Management team at the annual Del Mar horse races, where the team enjoyed a mix of high stakes and high spirits, bonding over thrilling races and stunning views. It was an afternoon filled with excitement, great company, and a touch of friendly competition. Moments like these not only foster team spirit but also remind us to enjoy the journey together.?

August Blog AI Investments & Landscape: Wading Through the Hype Artificial Intelligence (AI) is sparking a renaissance, captivating global attention and fueling a rush of investment. As AI evolves rapidly with trends like Generative AI, Multimodal AI, and AI for Good, it's essential to navigate beyond the hype and identify genuine opportunities. At Weatherly Asset Management, we are actively exploring AI’s transformative potential while balancing enthusiasm with due diligence. Dive into our latest blog to understand how AI is shaping the future and how we’re strategically integrating it into our portfolios. #AI #Investment #Innovation https://lnkd.in/gvaJRJ55?

Barron’s 2024 Top 100 Women Financial Advisors Del Mar, CA – July 2024 We are pleased to announce Carolyn Taylor was included in Barron’s 2024 Top 100 Women Financial Advisors list. This is yet another win for Weatherly’s leadership as the scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Carolyn was ranked 41st. This nomination credits Weatherly’s true commitment to clients and our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts which set us apart from other firms. The full list of rankings can be viewed on Barron’s website.?View the list here:?https://lnkd.in/gaMmQjDY ?Read more about our nomination here: https://lnkd.in/gEw6M2Yi