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Monthly Newsletters

June 2022

Highlights: Office Visits & Summer Hours | Daniel Ortiz Becomes Financial Advisor | What's Driving Gas Prices Higher? | TECHNOLOGY CORNER: Password Strength | Support Our Local Food Pantries | Markets Updates

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March 2022

Highlights: 2021 Tax Resources | Estate Planning in 2022 | Social Security Timing | TECHNOLOGY CORNER: Hacked or Spoofed? Now What? | Support Our Local Food Pantries | Markets Updates

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February 2021

Highlights for the month of February: Understanding the New Stimulus Bill | 2020 Tax Resources | 2021 RMDs | What the Experts See Coming in 2021 | Markets Updates

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2020 Tax Documents

As we move into tax season, here are some important highlights for tax documents issued for Commonwealth investment accounts, and utilizing the Investor360° client portal to access tax documents and send/receive secure messages with Weller Group.

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December 2020

Highlights for the month of December: Weller Group Operations and 2020 In Review | Charitable Donations | CARES Act Benefits Ending 12/31 | Medicare Costs in 2021 | Markets Updates

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November 2020

Highlights for the month of November: Coronavirus Communication Updates | Welcome Adam Casper | Election | Social Security COLA 2021 | Markets Updates

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