2018 Q4 Investment Report

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:

National Philanthropy Day

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.

Philanthropy And The QBID

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.

2018 Q3 Investment Report

The third quarter recently ended and our chief investment officer offers some insight on how the markets reacted.