Waverly Advisors, LLC

07/16/2026

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year.
It can also be a great opportunity to revisit your 401(k) plan and make sure it’s still meeting the needs of your team.

Whether you have questions, need to make adjustments, or simply want to revisit your plan, our team is here to support you this summer and beyond.

If something has been on your mind or you would simply like to connect, do not hesitate to reach out. We are here to help keep your plans moving forward.

Learn more: https://waverly-advisors.com/services/full-service-retirement-plans/

For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure



For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure

07/14/2026

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure

07/09/2026

Market volatility is inevitable, but having a disciplined investment strategy and a trusted advisor can help investors stay focused when uncertainty rises.

Thank you to one of our Advisors, Scott Collins, J.D., LL.M., for sharing his insight with us!



Learn more about our Sarasota team: https://waverly-advisors.com/offices/sarasota-fl/

For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure

07/07/2026

Many retirees support charitable organizations through annual donations, religious institutions, community foundations, and causes that are important to their families. But if charitable giving is already part of your financial life, there may be another approach worth considering.

In this whitepaper, Thomas DiCesare, Wealth Advisor at Waverly Advisors, LLC, explores Qualified Charitable Distributions (QCDs) and how they may help eligible retirees align charitable giving with retirement income and tax planning.

Download the guide to learn:
🤲 What a Qualified Charitable Distribution is and how it works
❤️ How a QCD differs from taking an IRA distribution and writing a check
📋 Why some retirees use QCDs to satisfy all or part of their Required Minimum Distributions (RMDs)
🌿 How QCDs may help support charitable goals while managing taxable income in retirement

For individuals who already support charitable causes, a QCD may offer a straightforward way to integrate charitable giving into a broader retirement planning strategy.

📖 Read the full whitepaper here: https://waverly-advisors.com/insights/beyond-writing-a-check

Please see the disclosure at the bottom of the article.

07/04/2026

06/30/2026

It’s hard to believe we’re already halfway through the year.

Mid-year is a good time to pause and reflect, not just on what’s happened so far, but on what may have changed in your financial life over the past few months.

If something has shifted, or if you’d simply like to check in on your plan, we’re here to help.

Reach out anytime if you’d like to connect.

View important disclosures: https://waverly-advisors.com/important-disclosures

06/26/2026

The economic landscape continues to evolve as markets respond to changing energy prices, shifting Federal Reserve expectations, and signs of improving economic growth.

In this latest update, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, discusses several of the key developments influencing the markets and economy. He reviews the recent easing of oil prices following the U.S.-Iran ceasefire, the outlook for inflation and interest rates under new Federal Reserve Chair Kevin Warsh, and what stronger job growth, accelerating GDP, and robust corporate earnings may signal for the months ahead.

John also shares his perspective on the upcoming midterm elections, broadening market leadership beyond large-cap technology, and the improving outlook for fixed income.

For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure

06/25/2026

So far, 2026 has been a year that calls for steady and thoughtful decision making.

From inflation and interest rates to cash flow and investment in AI, several forces are continuing to shape financial decisions in meaningful ways, even as parts of the economy remain resilient.

A few questions worth asking now:

- Are your current plans still working for today’s environment?
- Where could a clearer picture help you make better decisions?
- Do you have enough flexibility if conditions change?

Read the full article: https://waverly-advisors.com/insights/midyear-financial-review-what-matters-now/

If you’d like to reconnect or talk through any updates, our team is here for you.

View important disclosures: https://waverly-advisors.com/services/full-service-retirement-plans/

06/24/2026

Waverly Advisors, LLC (“Waverly”) is pleased to announce a new affiliation with Smithfield Trust Company, LLC (“Smithfield Trust”), the result of a transaction completed through a Waverly-affiliated parent company.

Founded in 1996, Smithfield Trust is a Pennsylvania-chartered trust company recognized for its fiduciary expertise, personalized client service, and cultivation of long-standing, multi-generational relationships. Managing approximately $3 billion in assets, Smithfield Trust ranks among the Pittsburgh region's largest money management firms and has built a reputation for delivering integrated trust, investment, tax, and estate planning services.

The affiliation marks a meaningful milestone for both firms, expanding the breadth of trust-related expertise accessible to Waverly clients.

View Full Announcement Here: https://www.businesswire.com/news/home/20260617217527/en/Waverly-Advisors-Affiliate-Acquires-Smithfield-Trust-Company

06/19/2026

With Father’s Day coming up, we’re celebrating the fathers who show up with intention, consistency, and care each day, often without expecting anything in return.

Learn more about Waverly Advisors: https://waverly-advisors.com/
For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure