As we pass the 30-day mark of the government shutdown. Our CIO, Jason Eliason, discusses how the overall economy may be impacted.
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January
24
2019
January
16
2019
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:
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December
4
2018
Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, can be costly and even punitive.
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November
15
2018
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.
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November
9
2018
Our Legacy Press Fall Newsletter covers advisor questions to ask during an interview, new tax considerations for divorcing couples, and financial planning month.
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November
2
2018
Chris Olsgard talks about the qualified business income deduction and how to use a deduction of up to 20% on qualified business income for pass-through entities.
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