Join us for our Monthly Market Update Conference Call this afternoon 2/19, from 1:00 - 1:30 PM. Jason will share insights on the market outlook for 2025. This is a great opportunity to stay informed about market trends. Please share with friends, family or colleagues that might also be interested! If you are unable to listen live, you can always find the recordings on our website here: https://lnkd.in/gYrqvxw
Weaver Consulting Group
金融服务
Huntington Beach,California 252 位关注者
We individualize every relationship to create a community of confident, informed, and inspired retirees.
关于我们
Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle. We work to bring humanity back to retirement planning. You’ll find that an appointment at our office feels more like a visit, as we genuinely care about our clients, and are proud to call them our friends. At Weaver Consulting Group, we know you work hard and deserve the life you want. Whether that’s relaxing, reconnecting, traveling, or transforming your life – you’ve earned it. All you need is a financial partner who truly listens and has the expertise to prepare you for what’s next. Please see our website for disclosures: https://weaverconsultinggroup.com/disclosure/
- 网站
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https://weaverconsultinggroup.com/
Weaver Consulting Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Huntington Beach,California
- 类型
- 合营企业
- 创立
- 2017
地点
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主要
101 Main Street Ste. 220
US,California,Huntington Beach,92648
Weaver Consulting Group员工
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Jason Weaver, CRPC, AAMS, CMFC
Managing Partner - Financial Advisor
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Travis Weaver, CRPC, AAMS, AWMA
Partner - Financial Advisor
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Jessica Van West, CRPC
Chief Operations Officer at Weaver Consulting Group
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Nathan Enright
Bachelor of Science in Statistics from the University of California Riverside
动态
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Join us this afternoon on our live Market Update Call. Our guest speaker will be Dhruv Nagrath, CFA, VP from BlackRock. Dhruv is a Fixed Income Product Strategist within BlackRock's Global Fixed Income Group. He is primarily responsible for supporting BlackRock's U.S. Wealth Advisory clients in their use of bond ETFs. He partners with BlackRock's sales teams to deliver insights and thought leadership on fixed income markets and ETFs.
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Our hearts are breaking for all those affected by the devastating fires in Los Angeles. It’s an unfathomable tragedy, and many of us here in the office know someone personally impacted. We are incredibly fortunate to live in a time where we can quickly access information and take action to help in meaningful ways. In conversations with each other, we’ve realized that there are many ways to contribute, and everyone may want to assist in their own unique way. Below is a list of ways you can help, whether you’re local to Huntington Beach, in Orange County, or even outside of California. Local Ways to Help: Jack's Surfboards Huntington Beach is donating 100% of proceeds from their new "Pray for LA" shirts to the Red Cross. The Corner HB 8961 Adams Ave, Huntington Beach, CA 92646 They are accepting hygiene products, children’s clothes, blankets, water, non-perishables, and pet supplies. The HB House 21601 Pacific Coast Hwy, Huntington Beach, CA 92646 They are also accepting hygiene products, children’s clothes, blankets, water, non-perishables, and pet supplies. Orange County: Pasadena Animal Shelter Consider fostering a dog or cat displaced by the fires by emailing [email protected]. Ways to Donate: World Central Kitchen World Central Kitchen is feeding frontline workers and people displaced by the fires. Los Angeles Fire Department Support the LAFD by donating directly at LAFD Support: https://supportlafd.org/ GoFundMe GoFundMe has set up a page for verified individuals affected by the fires. You can donate directly here: https://lnkd.in/evTKDNPU Every little bit helps, and together we can make a difference for those affected by this devastating tragedy.
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This month Jason discusses AI infrastructure, robotics and defense technology.
December 2024 - 3 in 3
https://www.youtube.com/
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Last month, Jason discussed the U.S. dollar, U.S. debt and unfunded liabilities, and tariffs.
November 2024 - 3 in 3
https://www.youtube.com/
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This month, Jason discusses small caps, emerging markets, and commercial real estate.
September 2024 - 3 in 3
https://www.youtube.com/
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Join us today Wednesday, September 18 from 1:00 - 1:30 PM for our Monthly Market Update conference call. Our guest speaker will be Mehernosh Engineer from Fidelity Investments. Mehernosh Engineer is a vice president of Capital Markets Strategy for FundsNetwork and FI Product at Fidelity Institutional? (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Prior to joining Fidelity in 2014, Mr. Engineer worked as a senior macro credit and portfolio strategist at BNP Paribas. Previously, he held a research and portfolio advisory role at Morgan Stanley, working with institutional clients across Europe. Weaver Consulting Group is not affiliated with Fidelity Investments and/or their associates.
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This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
August 2024 - 3 in 3
https://www.youtube.com/
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This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
August 2024 - 3 in 3
https://www.youtube.com/